Matthew Bosrock

Matthew Bosrock Email and Phone Number

C-suite Global Executive | CEO | Financial Services | Capital Markets | Data and analytics | SaaS | Fintech | Private Equity | Advisor | Board Member @ Cloudvisor Wealth Inc.
Matthew Bosrock's Location
United States, United States
About Matthew Bosrock

• A high-impact leader in diverse roles at multinationals, medium size businesses and start-ups.• Deep technical knowledge and experience in financial services, capital markets, data analytics and financial technology (fintech).• Considerable P&L responsibility, leading businesses from $50 million to $2 billion in revenue and through multiple stages - growth, scale-up, start-up, turnarounds, and post-acquisition.• Produces exceptional outcomes by designing a strategic vision, galvanizing teams around common goals, rigorously executing through collaboration all in service of great client experiences. • Delivered international expansion, revenue growth, strategic cost containment, and value creation through strong operational leadership, in eight countries and on four continents.• Extensive understanding of the VC/PE industries and what they expect from their operating partners. • An entrepreneurial and innovative mindset, strong business acumen, a keen understanding of leveraging technology and data and an ability to build meaningful relationships with all stakeholders and in multi-cultural environments.Financial Services * Capital Markets * Data & Analytics * Fintech * Risk Management * SaaSPrivate Equity * Venture Capital * M&A * Post Acquisition Integration * Global ExpansionAccelerated Growth * Value Creation/Expansion * Strategy Design & Execution * Digital MarketingBuilding High-Performing Teams * Delivering Exceptional Outcomes * Developing Leaders

Matthew Bosrock's Current Company Details
Cloudvisor Wealth Inc.

Cloudvisor Wealth Inc.

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C-suite Global Executive | CEO | Financial Services | Capital Markets | Data and analytics | SaaS | Fintech | Private Equity | Advisor | Board Member
Matthew Bosrock Work Experience Details
  • Cloudvisor Wealth Inc.
    Executive Chair
    Cloudvisor Wealth Inc. Oct 2019 - Present
    Mississauga, Ontario, Ca
    Executive Chair (former CEO) of Cloudvisor Wealth, an early-stage financial technology company that provides an end-to-end digital practice management solution to registered investment advisors and employee benefits firms. This wealth tech company is in its commercialization phase, bringing a leading solution to market in Canada and the US.
  • Innova Growth
    Co-Founder And Ceo
    Innova Growth Sep 2019 - Present
    Innova is bringing a new and dynamic set of engineered construction solutions to the global built environment. Our products have a materially lower carbon footprint and environmental impact. Innova is changing the industry across multiple verticals by providing more sustainable, lower cost and better performing options to the industry. Higher performance and lower operating costs.
  • Elucidate
    Angel Investor And Advisory Board Member
    Elucidate Oct 2019 - Dec 2022
    Berlin, De
    Angel investor and advisory board member of this Berlin-based regtech business. Elucidate is the first regulated benchmark that rates financial crime risk across global capital markets. Developed the go-to-market strategy with the founder and leadership team. Raised over $15 million in Seed and Series A funds.
  • S&P Global Ratings
    Executive Managing Director, Global Head Of Developing Markets, Marketing And Franchise Development
    S&P Global Ratings 2016 - Jan 2018
    New York, Ny, Us
    Member of the S&P Global Ratings Executive Committee. Led businesses ($350M P&L) across all growth markets of APAC, LATAM, Russia/CIS, the Middle East and Africa (18 countries). Restructured the businesses, resulting in market share expansion, 18% revenue growth. Accountable globally for Market and Franchise Development—Marketing, Content Production and Distribution, and relationships with all asset owners/buy-side. In this newly-created leadership role, redesigned the strategy for the production of all content and its digital distribution to maximise market impact. This was done using the latest technical tools to determine what the market demanded and how to best activate this content and distribute it in a manner that enhanced value and customised to the client's needs. These new processes led to far higher market relevance as measured by consumption (increased 20 times).Responsible for innovation and early-stage product development and led the strategy in ESG, credit risk training and SME propositions.
  • S&P Global Ratings
    Executive Managing Director, Head Of Asia Pacific
    S&P Global Ratings 2014 - 2016
    New York, Ny, Us
    Leading S&P’s fastest growing region, aligned organizational structure and team with future goals and needed skills. Designed a new market entry strategy for the region and entered Thailand, Indonesia and China’s domestic capital markets. Member of the S&P Global Ratings Executive Committee.Initiated, set-up and chaired the Asia Pacific Leadership Council to collaborate across all S&P Global business in APAC. This was the pilot for the company and led to far greater cooperation in talent development, client coordination and growth and greater operating efficiencies. This format was ruled out into the other Growth markets globally.
  • Bosrock Advisory Group
    Managing Director
    Bosrock Advisory Group 2011 - Jun 2014
    Worked with private equity as an operating partner targeting to acquire a $2-3Bn consumer finance business and two data businesses focused on financial and capital markets. Advised/led earlier stage e-commerce and social media companies to identify/execute growth strategies. Serving as first CEO of early stage e-commerce company, built a sustainable operating environment to raise the first round of institutional capital from the VC industry.
  • Hsbc
    Deputy Chief Executive Officer And Chief Operating Officer - Hsbc Canada
    Hsbc Apr 1991 - 2010
    London, Gb
    Deputy head of 7th largest bank in Canada with assets of $60 billion, revenues of $2 billion, profit of $900 million; 8500 employees across the country. In addition to performing the COO function, also had direct responsibility for all lines of business and 85% of the P&L.- Designed and successfully led the total restructure of the company in first 9 months; impacting nearly two-thirds of employees.- Drove major business transformation projects including outsourcing and offshoring to improve efficiencies and strategically lower the cost base. - Led several initiatives to identify and develop top talent within company. - Led a major repositioning of our marketing and branding in Canada with a focus from product to proposition and customer needs. Translated to improving and best in class brand indexing.- A director of the asset management and trust business and HSBC Capital (Canadian private equity and mezzanine debt subsidiary).- Part of the North American executive committee, responsible for leading the businesses across the US and Canada.
  • Hsbc
    Chief Executive Officer
    Hsbc 2006 - 2008
    London, Gb
    CEO of 800 person operation active in wholesale and retail banking in the region. EUR3.5 billion balance sheet; EUR145 million in revenue; EUR32 million profit.Key outcomes:- realign wholesale banking as part of global/regional strategy, - turnaround loss making retail banking,- lead material organizational/cultural change.- rapidly expanded in Greece with aim to triple profits in three years.- point person with the Republic of Greece to win more capital markets/privatization work- Pursued several possible acquisitions of Greek and regional banks including - Chaired two subsidiary boards with minority shareholders – equities broker/dealer, asset manager and an insurance broker.
  • Hsbc
    Deputy Head Of Corporate And Investment Bank
    Hsbc 2004 - 2006
    London, Gb
    Led a team focused on large corporate debt, M&A, capital markets transactions, and led large leverage finance team working extensively with Private Equity partners. Delivered high-value financial solutions to middle market corporate clients with the objective of double market share from 12% to 24% and improve revenue six fold in 10 years income to $1.2 billion.
  • Hsbc
    Head Of Corporate And Institutional Banking, Sub-Saharan Africa
    Hsbc 2002 - 2004
    London, Gb
    Responsible for establishing and leading this business across the 48 countries of Sub-Saharan Africa by integrating two acquisitions - an investment bank and a securities firm - and working with the regulators to establish a South African commercial bank. In addition to building the business and breaking even in year 1, worked on several high-profile transactions in the transport, metals/mining and telecoms sectors. Had responsibility for six regional offices.
  • Hsbc
    Head Of Human Resources And Coo - Hsbc.Com
    Hsbc 2000 - 2002
    London, Gb
    Selected a key leader accountable for the turnaround of hsbc.com – HSBC’s global web development subsidiary. Successfully drove the people side of the turnaround effort by instituting a full assessment and reorganization project which converted the business from 230 contractors to 175 full time employees in 15 months. Created a full HR strategy addressing talent management and succession planning.

Matthew Bosrock Skills

Change Leadership Start Ups Process Improvement Reorganization Acquisition Integration International Expansion Talent Identification Restructuring Change Management Strategy Development Business Strategy Strategic Planning Venture Capital Team Building Team Leadership Mentoring Strategy Mergers Leadership Entrepreneurship Management Consulting Retail Banking Executive Management Mergers And Acquisitions Business Development Business Planning Talent Management Business Process Improvement Banking Financial Services Management Investments Risk Management Finance Private Equity Marketing Human Resources Negotiation Capital Markets Portfolio Management Asset Management

Matthew Bosrock Education Details

  • Duke University - The Fuqua School Of Business
    Duke University - The Fuqua School Of Business
    Business
  • Boston College
    Boston College
    Political Science

Frequently Asked Questions about Matthew Bosrock

What company does Matthew Bosrock work for?

Matthew Bosrock works for Cloudvisor Wealth Inc.

What is Matthew Bosrock's role at the current company?

Matthew Bosrock's current role is C-suite Global Executive | CEO | Financial Services | Capital Markets | Data and analytics | SaaS | Fintech | Private Equity | Advisor | Board Member.

What is Matthew Bosrock's email address?

Matthew Bosrock's email address is ma****@****lth.com

What is Matthew Bosrock's direct phone number?

Matthew Bosrock's direct phone number is +160464*****

What schools did Matthew Bosrock attend?

Matthew Bosrock attended Duke University - The Fuqua School Of Business, Boston College.

What skills is Matthew Bosrock known for?

Matthew Bosrock has skills like Change Leadership, Start Ups, Process Improvement, Reorganization, Acquisition Integration, International Expansion, Talent Identification, Restructuring, Change Management, Strategy Development, Business Strategy, Strategic Planning.

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