Daniel White Email & Phone Number

I am currently employed as a Regional Platform Consultant in the South East delivering training, process integration, business and technical change consultancy required by financial advisory firms utilising the Cofunds platform. My core responsibilites include assisting firms with the pre and post implementation of the platform into their business, providing training and coaching to internal and external stakeholders, building and maintaining strong internal and client relationships… Show more I am currently employed as a Regional Platform Consultant in the South East delivering training, process integration, business and technical change consultancy required by financial advisory firms utilising the Cofunds platform. My core responsibilites include assisting firms with the pre and post implementation of the platform into their business, providing training and coaching to internal and external stakeholders, building and maintaining strong internal and client relationships, project participation and management within a commercial framework and developing of best practice within my team and improving efficiency where possible. Show less

I currently work as a Platform Consultant covering Hampshire, Berkshire, Buckinghamshire, East and West Sussex assisting advisory firms with the pre and post implementation of the Elevate Platform into their business.My role involves being able to build and maintain long term client relationships and trust, provide one to one coaching for all levels of users of the platform, and manage and participate in internal and external projects.