Career Timeline
Experience
From a full-time finance placement to consulting and co-founding CacheStack, with the qualifications and background behind it.
AI & Automation Consultant and Co-Founder
CacheStack · Co-founder
Co-founded CacheStack with Billy Wassell, an AI and automation consultancy building AI-powered tools, workflow automations, data platforms, websites and custom software around the way businesses actually work. CacheStack Ltd was incorporated in April 2026.
- Identifying manual, repetitive and disconnected business processes
- Leading project discovery and solution design
- Designing product and technical architecture
- Building AI-powered tools and custom software
- Developing workflow automations and data pipelines
- Managing client relationships and project delivery
- Preparing proposals, documentation and commercial scopes
- Coordinating testing, deployment, support and iteration
AI Consultant
The Investment Association · Part-time consulting
Consulted for the Corporate Governance and Market Insights teams, including work connected to IVIS (the Institutional Voting Information Service), designing and delivering AI and RPA solutions for governance and regulatory workflows.
- Designed and delivered AI and RPA solutions for corporate-governance and regulatory workflows
- Built tools for automated data extraction, reporting and governance analysis
- Developed AI-assisted research and report-writing workflows
- Created technology to support AGM tracking and corporate-governance processes
- Developed an AI-powered learning and onboarding tool for analysts
- Worked on an intelligence platform for long-term investment-industry data
- Worked directly with internal stakeholders to gather requirements, test outputs and improve systems
Finance Trainee
The Investment Association · Full-time placement
Managed day-to-day finance operations at The Investment Association, the trade body for UK investment management whose members collectively manage over £10 trillion in assets, and built the automation and reporting tools that later shaped the move into AI and automation consulting.
- Managed and supported day-to-day finance processes
- Worked with invoice processing, reconciliations and financial reporting
- Supported annual financial statements and audit preparation
- Built Excel, VBA, Power BI and process-automation solutions
- Developed a credit-card administration automation
- Supported carbon-footprint reporting
- Built reporting for overseas travel, training and internal finance operations
BA (Hons) Finance, First Class Honours
Bournemouth University
First Class Honours, overall grade 72.4%. Dissertation: "Evaluating LLMs for Corporate Governance and Remuneration Analysis: Benchmark vs IVIS reports for UK-listed firms." Degree completed and confirmed in 2026; graduation ceremony in November 2026.
CISI Level 4 Investment Advice Diploma & ACSI
Chartered Institute for Securities & Investment
Completed the CISI Level 4 Investment Advice Diploma and holds Associate Membership of the Chartered Institute for Securities & Investment (ACSI), with a strong grounding in investments, financial markets, regulation, risk and taxation.
Investment20/20 Participant
Investment20/20
Participated in the Investment20/20 programme supporting entry into the investment industry.
Treasurer
Bournemouth University Accounting and Finance Society
Managed society finances as Treasurer of the Accounting and Finance Society.
Innovation Award
Bournemouth University
Bournemouth University Innovation Award.