AeroLeads people directory · profile
Alan S. Email & Phone Number
Enterprise Development Director
at
Dynamic Planner
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Enterprise Development Director
Location
Lechlade-On-Thames, England, United Kingdom
Company size
Who is Alan S.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Alan S. is listed as Enterprise Development Director at Dynamic Planner, a company with 178 employees, based in Lechlade-On-Thames, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Alan S..
Alan S. previously worked as Executive Vice President Business Development at Investcloud, Inc. and Executive Vice President Business Development at Investcloud, Inc.. Alan S. holds Excellence In Sales Leadership Program from The Wharton School.
Company email context
Email format at Dynamic Planner
This section adds company-level context without repeating Alan S.'s masked contact details.
Dynamic Planner
Review company-level records connected to Alan S. before choosing the right outreach path.
Profile bio
About Alan S.
International wealth and asset management distribution executive. Love to create and deliver world class experiences. Areas of specialism include: Digital, UX, Software Delivery, Sales Management, Distribution, FX, Structured Products and development of Global Wealth strategies. Prior to delivering major sales success in a Fintech unicorn, twenty plus years experience in Bank and IFA businesses at local, regional and global levels. Lived and worked in London, Hong Kong, Tokyo, Jersey, Central America and the USA.
Current workplace
Alan S.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Dynamic Planner
8 roles
Alan S. work experience
A career timeline built from the work history available for this profile.
Executive Vice President Business Development
Jan 2022 - May 2024
Executive Vice President Business Development
Jan 2022 - May 2024
Global Head Of Investments
Dec 2017 - Jan 2022
Latam Head Of Citigold, Cpc And Investments
Jun 2014 - Jan 2022
Head Of Global Fx And Structured Products
Responsible for the global wealth FX and structured products business.
Feb 2013 - May 2014
Head Of Global Wealth Products
Hsbc
Managed and led the bank's global relationships with Fund Management Groups. Responsible for delivering a globally consistent financial planning advisory model and framework. Also led the development of the FX strategy for retail banking and wealth management.
Aug 2010 - Feb 2013
Head Of International Wealth Management
Hsbc Bank International Ltd
Responsible for the Investment and Regulated activities of the international bank across offices in Hong Kong, Singapore, Dubai, South Africa, EU, London and Jersey.
Sep 2004 - Aug 2010
2 education records
Alan S. education
Excellence In Sales Leadership Program
Maximizing Client Relationships
FAQ
Frequently asked questions about Alan S.
Quick answers generated from the profile data available on this page.
What company does Alan S. work for?
Alan S. works for Dynamic Planner.
What is Alan S.'s role at Dynamic Planner?
Alan S. is listed as Enterprise Development Director at Dynamic Planner.
Where is Alan S. based?
Alan S. is based in Lechlade-On-Thames, England, United Kingdom while working with Dynamic Planner.
What companies has Alan S. worked for?
Alan S. has worked for Dynamic Planner, Investcloud, Inc., Citi, Hsbc, and Hsbc Bank International Ltd.
How can I contact Alan S.?
You can use AeroLeads to view verified contact signals for Alan S. at Dynamic Planner, including work email, phone, and LinkedIn data when available.
What schools did Alan S. attend?
Alan S. holds Excellence In Sales Leadership Program from The Wharton School.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Alan S. you were looking for.
View similar profiles
