David Harris Email and Phone Number
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Leading the Commercial and Partnerships team for Inzuzo, as well as B2B marketing and PR / comms for TFAS Wealth and TFAS Compliance Services.Active in the UK financial advice sector across directly authorised and network (appointed representative) wealth managers / mortgage & protection advisers. Comprehensive background in financial services including strategy consulting, business development, marketing and partnership growth. Leveraging data and research to deliver insight-driven outcomes. Core skills in growth, strategy, marketing, and partnerships for financial services.Worked with a range of financial service firms, from startup fintechs, through trading and investment firms, to the largest global banks and wealth managers. Globally experienced with a career of commercial growth and market expansion, developing and launching new products across new technologies.
Tfas Wealth Limited
View- Website:
- tfaswealth.com
- Employees:
- 19
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Head Of Commercial And PartnershipsTfas Wealth LimitedLeeds, Gb -
Head Of GrowthInzuzo Ltd Jun 2024 - PresentLeeds, England, Gb -
Head Of Sales And MarketingTenet Group Jan 2023 - Jun 2024Leeds, England, Gb -
Head Of GrowthTenet Group Sep 2022 - Jan 2023Leeds, England, Gb -
Head Of Client AcquisitionTenet Group Feb 2022 - Sep 2022Leeds, England, Gb -
Growth Strategy, Business Development And Customer SuccessConsultant / Contract 2018 - 2022Working with fintech and regtech startups to lead growth programmes and commercial projects across a range of areas: - Go-to-market strategy, sales processes & collateral, business development and pricing - Copywriting and digital media- Product development, project management and CX - Customer success and retention programmes
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DirectorCeb, Now Gartner 2014 - 2018Arlington, Va, UsSenior Executive Advisor in the Financial Services practice. Engaging with strategic and operational challenges faced by firms across the financial spectrum, with specific expertise in: - Wealth Management & Private Banking- Retail Banking- Commercial and Investment Banking- Financial Services Operations (back office process improvement and efficiency gains, customer-centric approaches to operations)- Emerging Technologies (Machine Learning / AI, Blockchain / DLT, RPA)Working with senior executives globally via strategy sessions, data analysis and proprietary research. Sharing CEB/Gartner insights and proven best practices to enable faster decision making on key strategic priorities. End-to-end development and delivery of benchmarks and surveys. Building strategic partnerships and revenue growth in new markets. -
Head Of PartnershipsLondon Capital Group 2008 - 2014London, England, GbLondon Capital Group (LCG) was a UK-listed and FCA regulated financial services firm, offering a range of financial trading products to retail, professional and institutional clients. Responsible for the largest and most commercially successful portfolio of brands in the retail financial sector in the UK and across Europe, with full oversight and responsibility for all partner activities. Founded the partnerships team; recruited, trained and led a client-focussed relationship management and internal consultancy unit. Lead sales, business development and contract negotiation. Also product development, project management, customer experience & lifecycle planning, financial modelling and process improvement projects. -
Head Of Marketing (Mf Global - Choiceodds)Mf Global 2006 - 2008New York City, UsAn early fintech venture launching a start-up financial firm offering a range of trading options on key financial markets. A founding member of the start-up team, responsible for all elements of business development, marketing, product development, competitor research and strategic planning. -
Channel ManagerSporting Index Group 2003 - 2006London, London, GbCommercial and marketing role mainly focussed on new client acquisition through digital channels. Relationship management and account management of all key partners. Planning & copywriting all online marcomms.
David Harris Skills
David Harris Education Details
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Cranfield School Of ManagementFinance -
University Of Warwick - Warwick Business SchoolInternational Business
Frequently Asked Questions about David Harris
What company does David Harris work for?
David Harris works for Tfas Wealth Limited
What is David Harris's role at the current company?
David Harris's current role is Head of Commercial and Partnerships.
What is David Harris's email address?
David Harris's email address is d.****@****oup.com
What schools did David Harris attend?
David Harris attended Cranfield School Of Management, University Of Warwick - Warwick Business School.
What skills is David Harris known for?
David Harris has skills like Leadership, E Commerce, Electronic Trading, Consulting, Strategic Partnerships, Partner Management, Online Marketing, Start Ups, Fx Trading, Derivatives, Capital Markets, Investments.
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