Dave Tanner Email & Phone Number
@adalpha.io
1 phone found area 122
LinkedIn matched
Who is Dave Tanner? Overview
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Dave Tanner is listed as Co-Founder at LifeAxis, based in Bristol, England, United Kingdom. AeroLeads shows a work email signal at adalpha.io, phone signal with area code 122, and a matched LinkedIn profile for Dave Tanner.
Dave Tanner previously worked as Director at Davelogic Ltd and Head of CASS Oversight at Investengine.
Email format at LifeAxis
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AeroLeads found 1 current-domain work email signal for Dave Tanner. Compare company email patterns before reaching out.
About Dave Tanner
Dave Tanner is a Co-Founder at LifeAxis. He possess expertise in financial services, relationship management, analysis, operational risk management, operations management and 12 more skills.
Listed skills include Financial Services, Relationship Management, Analysis, Operational Risk Management, and 13 others.
Dave Tanner's current company
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Dave Tanner work experience
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Director
Head Of Cass Oversight
Director
Managing Director
Founder And Ceo
Founder and CEO of new Financial Services startup technology provider. Established to provide a fully automated, digital investment and custody platform with integrated client money and asset protection and risk management.Expert in applying client money rules and regulations to business and operational strategies. Welcomes ‘start up’ challenges with proven track record of bringing new business channels to market. Entrepreneurial, Innovative, analytical, with very high standards… Show more Founder and CEO of new Financial Services startup technology provider. Established to provide a fully automated, digital investment and custody platform with integrated client money and asset protection and risk management.Expert in applying client money rules and regulations to business and operational strategies. Welcomes ‘start up’ challenges with proven track record of bringing new business channels to market. Entrepreneurial, Innovative, analytical, with very high standards and attention to detail.Over 20 years’ experience in Financial Services Operations, 15 years in Senior Management positions. Extensive experience of Centralised Investment Propositions, Wraps, Platforms, Discretionary Fund Management, Investment Operations, CASS regulations and Online Simplified Advice services. Previously held Financial Conduct Authority control functions: CF4 (Partner) and CF10A (Client Assets Operational Oversight).Ability to work with stakeholders at all levels, experienced member of Executive and Steering Committees and chairing specialist working groups regarding CASS, change management and Investment Operations. Show less
Taking A Break
Chief Operating Officer
Founding member of Parmenion, responsible for the design and implementation of Operational strategy and client money and asset framework. Reporting directly to CEO.Holder of FCA control functions CF4 (2011-2017) and CF10a (2012-2017).Member of Executive Committee and Group CASS and Risk committees. Presentation to all stakeholders on CASS Compliance. Chair of numerous specialist working groups.Director and board member of Self Directed Investments and Sorbin… Show more Founding member of Parmenion, responsible for the design and implementation of Operational strategy and client money and asset framework. Reporting directly to CEO.Holder of FCA control functions CF4 (2011-2017) and CF10a (2012-2017).Member of Executive Committee and Group CASS and Risk committees. Presentation to all stakeholders on CASS Compliance. Chair of numerous specialist working groups.Director and board member of Self Directed Investments and Sorbin Systems.Successful oversight and implementation of substantial regulatory change programsOversight of annual CASS audits and FCA thematic visits (CASS and Governance)Control and oversight of client money and assets in excess of £3.5B (CASS medium firm).Team management and leadership (6 direct reports and over 90 indirect).Program Management of multiple development channels, advocate and sponsor of change management and innovation. Product lifecycle - concept through to delivery.Data analytics and extrapolation to identify trends. Creation of sophisticated management information and business intelligence reporting.Operational and business risk management. Business Continuity and Disaster Recovery Lead. Show less
Operations Manager
Frequently asked questions about Dave Tanner
Quick answers generated from the profile data available on this page.
What company does Dave Tanner work for?
Dave Tanner works for LifeAxis.
What is Dave Tanner's role at LifeAxis?
Dave Tanner is listed as Co-Founder at LifeAxis.
What is Dave Tanner's email address?
AeroLeads has found 1 work email signal at @adalpha.io for Dave Tanner at LifeAxis.
What is Dave Tanner's phone number?
AeroLeads has found 1 phone signal(s) with area code 122 for Dave Tanner at LifeAxis.
Where is Dave Tanner based?
Dave Tanner is based in Bristol, England, United Kingdom while working with LifeAxis.
What companies has Dave Tanner worked for?
Dave Tanner has worked for Lifeaxis, Davelogic Ltd, Investengine, Touch By Aj Bell, and Adalpha.
How can I contact Dave Tanner?
You can use AeroLeads to view verified contact signals for Dave Tanner at LifeAxis, including work email, phone, and LinkedIn data when available.
What skills is Dave Tanner known for?
Dave Tanner is listed with skills including Financial Services, Relationship Management, Analysis, Operational Risk Management, Operations Management, Wealth Management, Business Strategy, and Asset Management.
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