Waleed Khan Email & Phone Number
Who is Waleed Khan? Overview
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Waleed Khan is listed as Senior Business Development Consultant at Gallagher, a with 8 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Waleed Khan.
Waleed Khan previously worked as Head of UK Wealth Management Solutions at Ortec Finance and National Business Development Manager at Nest - National Employment Savings Trust. Waleed Khan holds Oxford Fintech Programme from Saïd Business School, University Of Oxford.
Email format at Gallagher
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About Waleed Khan
I am an entrepreneurial minded finance professional. Having spent the majority of my career within wealth management and financial advice I then pivoted towards a more technology-driven finance path. I have over 18 years of experience within key financial services disciplines and have previously co-founded a fintech startup. I have maintained various influential positions within my career, having supported the UK’s largest insurer and workplace pensions provider respectively with their retirement planning proposition and business development strategy. I am forward-thinking and creative whilst possessing a commercial focus. I am adaptable in both corporate and startup based environments and have a strong knowledge of fintech as well as being a subject matter expert on investment and financial advice.
Waleed Khan's current company
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Waleed Khan work experience
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Head Of Uk Wealth Management Solutions
Growing the UK Wealth market share with our OPAL goals based financial planning solution and OPAL Risk profiling tools. Responsible for supporting our partners and key client relationships.
National Business Development Manager
Head of business development for the largest workplace pensions provider in the UK. Responsible for managing and cultivating relationships with Employee Benefits Consultants (EBCs) and developing new business opportunities. Setting business strategy to develop new markets whilst managing a small team.
Retirement Propositions Adviser
Advising and supporting Aviva Financial Advice with the development of their specialist Retirement planning proposition including the onboarding of customers onto the MyAviva digital platform.
Co-Founder & Ceo
SimpleFinance is a fintech startup which reached MVP stage. We were building a financial planning software platform aimed at helping Millennials to better manage their finances. At the time we pitched to investors and VC firms, held presentations and held discussions with affiliate partners. The build reach minimum viable product stage and we were able to attract potential investors.We were shortlisted as a finalist for the 'Future of Finance Challenge' run by IBM and Tech London Advocates.
Associate Partner
Advising high net-worth clients on wealth management whilst incorporating specialist tax planning.
Senior Financial Consultant
Providing holistic financial planning advice on savings, investments, pensions and protection to retail clients.
Colleagues at Gallagher
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Malgorzata Kudlinska
Colleague at GallagherLimerick Metropolitan Area, Ireland
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DF
Denise Fogle
Colleague at GallagherMidlothian, Texas, United States
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MS
Mark Smith
Colleague at GallagherGlendale, California, United States
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JS
Joyson Simon
Colleague at GallagherNottinghamshire, England, United Kingdom
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GA
George Allan
Colleague at GallagherLondon, England, United Kingdom
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LC
Lorena Cardoso Do Monte
Colleague at GallagherNiterói, Rio De Janeiro, Brazil
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AJ
Amy Johnson
Colleague at GallagherLake City, Florida, United States
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AU
Alex Uporin
Colleague at GallagherEnglewood, Colorado, United States
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NI
Nikita Ingle
Colleague at GallagherPune, Maharashtra, India
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KG
Kristine Gordon
Colleague at GallagherLas Vegas Metropolitan Area, United States
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Waleed Khan education
Oxford Fintech Programme
Digital Transformation: Game-Changing Technologies For Business.
R04 -Pensions & Retirement Planning / R08 - Pensions Update, Pensions And Retirement Planning Advice
Dipfa (Level 4 Diploma For Financial Advisers), Financial Advice
Cefa (Certificate For Financial Advisers), Financial Advice
Bachelor Of Laws - Llb, Law
Frequently asked questions about Waleed Khan
Quick answers generated from the profile data available on this page.
What company does Waleed Khan work for?
Waleed Khan works for Gallagher.
What is Waleed Khan's role at Gallagher?
Waleed Khan is listed as Senior Business Development Consultant at Gallagher.
Where is Waleed Khan based?
Waleed Khan is based in London, England, United Kingdom while working with Gallagher.
What companies has Waleed Khan worked for?
Waleed Khan has worked for Gallagher, Ortec Finance, Nest - National Employment Savings Trust, Aviva, and Simple Finance.
Who are Waleed Khan's colleagues at Gallagher?
Waleed Khan's colleagues at Gallagher include Malgorzata Kudlinska, Denise Fogle, Mark Smith, Joyson Simon, and George Allan.
How can I contact Waleed Khan?
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What schools did Waleed Khan attend?
Waleed Khan holds Oxford Fintech Programme from Saïd Business School, University Of Oxford.
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