Karen joined The London Institute of Banking & finance in 2016 and is heavily involved in the development of the Certificate in Supply Chain Finance qualification. Prior to joining the organisation, Karen had a successful career in banking spanning 21 years holding Senior Management roles in both London and New York.
Karen first joined Lloyds Bank in 1994 as a Retail Banking graduate trainee and was managing her first branch within 4 years of joining the company. After 12 years, Karen went on to work for RBS and then Standard Chartered Bank working predominantly in Corporate roles and her specialism for the majority of this time was in Transaction Banking covering Trade Finance, Supply Chain Finance and International Cash Management.
Nigel Rees (Chief Examiner)
National Leader of Governance, National College for Teaching & Leadership
Nigel has 40 years of Banking experience with HSBC, 30 of which have been in Banking Relationship Management. He also has 30 years’ experience in teaching, authoring, and examining Banking Law, Lending and Relationship Management for LIBF and its predecessors, and has been a Chair of Governors for a large secondary school for 20 years.
Nigel has seen first-hand the benefits and success that strong and effective relationship management can bring to a business relationship through his work with HSBC as a Senior Relationship Manager managing high risk and problem exposure relationships from 2005 onwards across Southern England and South Wales. He is very keen that today’s new bankers have the opportunity to learn and experience these very important skills to create sustainable relationships.
Since retiring from HSBC in 2014, in addition to LIBF responsibilities, Nigel was designated as a National Leader of Governance by the National College for Teaching and Leadership, an agency of the Department for Education. This role provides training and support for Governors, and Chairs of Governors in Secondary and Primary Schools, and fits well with his role as Chair of a large Multi Academy Trust (Secondary and Primary) in the South West.
Amit Gupta (Contributing Author)
Associate Director, Corporate & Structured Finance, CYBG Plc
Amit already possesses over 12 years of commercial experience within the financial services industry and has built strong relationships with both existing and prospective management teams and professional advisory teams in dealing with complex Corporate Finance transactions.
Amit is a qualified Chartered Banker and his specialism in the CertRM qualification covers micro and macro environments and how this affects relationship management in banking and finance.
Stuart Rollason (Contributing Author)
Wealth Manager & Private Banker, Coutts.
Based in London, Stuart has a wealth of international banking and relationship management experience. During his time at Coutts, Stuart was responsible for building long lasting and effective relationships with a variety of international clients, most recently those from Asia and Africa.
Stuart has a track record of leading and developing high performing teams and during the qualification will be focusing on Relationship Management Principles and becoming a Trusted Financial Professional.
Mike Backhouse (Consulting Author)
Relationship Director, The London Institute of Banking & Finance
Mike has specialised in relationship management throughout his professional career. He has held senior positions at Standard Chartered Bank before joining The London Institute of Banking & Finance as Relationship Director.
Mike has focused on Trade Finance qualifications during his time at The London Institute of Banking & Finance and lends his 30+ years of expertise to the formulation of the Certificate in Relationship Management.