Point B names Sicely Donaldson Practice Director of Portland team

23 June 2016 Consultancy.uk

Point B has promoted Sicely Donaldson to the role of Practice Director of its Portland, Oregon, office. In her new role she will continue to develop, preside over and steward the strategies that have seen the office grow by 30% over the past four years.

Sicely Donaldson joined Point B from Accenture in 2004. In her most recent position at the firm, Donaldson was a Senior Director, responsible for supporting the firm’s Portland practice in sustainability and growth. Her client directed-work was primarily in industry leadership for Healthcare and Athletics & Outdoors. Previously, between 2008 and 2011, Donaldson was a Portfolio Leader & Business Consultant at the firm, where she led the firm’s Healthcare Practice in Portland. Earlier roles at the firm include Account Leader & Business Consultant, between 2006 and 2008, and Business Consultant, where she started when she joined the firm. Her earlier career involved seven years at Accenture, where she grew to become a manager, and four years as a Consultant at WellPoint, where she started her career.

Donaldson holds a Bachelor of Science in Psychology and Business from Oregon State University.

Sicely Donaldson - Point B

Point B has promoted Donaldson to the role of Practice Director of its Portland office. In her new role, Donaldson will provide guidance and direction for the Point B team in Portland. Donaldson, in her previous role, formulated part of the strategy that grew the Portland office by 30% over the last four years.

“Sicely has long been a steward of Point B’s culture and client service excellence,” says Point B President of Consulting, Chuck Ritter. “Her deep relationships with the Portland business community and keen eye on the development of our people will serve as a rock-solid foundation for the next phase of growth of our Portland team.”

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019 Consultancy.uk

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.