Global Financial Services executive with expertise in connecting Fintech and Wealth Management. Broad experience building profitable start-up businesses, restructuring under performing divisions, building divisional operating models and streamlining operations. I am a passionate leader with a reputation for delivering business strategies and client-focused solutions that improve profit margins. Recognized for transforming wealth management operations profitably and productively. I have a strong business acumen developed through progressive career moves in diverse businesses with a focus on Wealth Management and also including Fintech, Pensions, Asset Management, Trust, Sales Technology, Retail Banking and Sales & Service.I believe in the strength of people and in the importance of teamwork. Specialty Skills - Strategic Direction, Advisory Services, Digital Transformation, Sales & Distribution, Risk Management, Sales Technology, Customer Experience, Governance, Product Development and Investment Management.
Listed skills include Investments, Wealth Management, Mutual Funds, Banking, and 26 others.