Michael Beard is an experienced technology and transformation professional in financial services, having worked with Lloyds Bank from 1990 to 1998, Allied Dunbar/Zurich Financial Services from 1998 to 2005, Openwork Ltd from 2005 to 2017, and St. James's Place Wealth Management from 2017 to 2025. Currently, Michael serves as a Senior Manager at Deloitte UK, focusing on end-to-end transformation services in the Investment Management and Wealth sector. Michael holds several professional qualifications, including certificates in Financial Planning and Business Analysis, and is recognized for expertise in leadership coaching, mentoring, and development.
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