Alan S.

Alan S. Email and Phone Number

Enterprise Development Director @ Dynamic Planner
United Kingdom
Alan S.'s Location
Lechlade-On-Thames, England, United Kingdom, United Kingdom
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.

Alan S.'s Current Company Details
Dynamic Planner

Dynamic Planner

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Enterprise Development Director
United Kingdom
Website:
distribution-technology.com
Employees:
178
Alan S. Work Experience Details
  • Dynamic Planner
    Enterprise Development Director
    Dynamic Planner
    United Kingdom
    View
  • Investcloud, Inc.
    Executive Vice President Business Development
    Investcloud, Inc. Jan 2022 - May 2024
    London, England, United Kingdom
    View
  • Investcloud, Inc.
    Executive Vice President Business Development
    Investcloud, Inc. Jan 2022 - May 2024
    London, England, United Kingdom
    View
  • Citi
    Global Head Of Investments
    Citi Dec 2017 - Jan 2022
    New York, New York
    View
  • Citi
    Latam Head Of Citigold, Cpc And Investments
    Citi Jun 2014 - Jan 2022
    View
  • Hsbc
    Head Of Global Fx And Structured Products
    Hsbc Feb 2013 - May 2014
    London, United Kingdom
    Responsible for the global wealth FX and structured products business.
    View
  • Hsbc
    Head Of Global Wealth Products
    Hsbc Aug 2010 - Feb 2013
    London, United Kingdom
    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.
  • Hsbc Bank International Ltd
    Head Of International Wealth Management
    Hsbc Bank International Ltd Sep 2004 - Aug 2010
    Responsible for the Investment and Regulated activities of the international bank across offices in Hong Kong, Singapore, Dubai, South Africa, EU, London and Jersey.

Alan S. Education Details

Frequently Asked Questions about Alan S.

What company does Alan S. work for?

Alan S. works for Dynamic Planner

What is Alan S.'s role at the current company?

Alan S.'s current role is Enterprise Development Director.

What schools did Alan S. attend?

Alan S. attended The Wharton School, The Wharton School.

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