Scott Freeland Email & Phone Number

Boston, Ma, Us

London, England, Gb

Investment & Wealth Solutions is a $485M global business providing investment research, financial market data, analytics, quantitative ratings, and digital workflow solutions to Wealth and Asset Management markets.Responsible for business and product strategy development, product commercialization, and strategic program execution, including the ideation of new Workspace (Financial Market Data & Analytics Digital Workflow Platform) product development, advanced personalization and financial market data priorities as part of LSEG’s new strategic partnership with Microsoft.Responsible for developing wealth business strategy and received ExCo approval in Q4 2021; updated strategy in 2022 with the consolidation of Investment (Asset Management) and Wealth Solutions businesses detailing multi-year path to $1B in revenue focused on sunsetting legacy assets, execution of strategic development initiatives, and new market expansion through targeted M&A and strategic partnerships.Restructure business and organization for growth focused on core offerings and competitive advantage.Responsible for identifying and executing M&A opportunities and strategic investments / partnerships to expand market positioning and deliver long-term growth.Working with LSEG Corporate Development, lead the strategic investment in LabCI Limited resulting in 45% ownership. LabCi Limited is a financial technology firm founded in 2000 and key strategic partner of LSEG in helping deliver Wealth Digital Solutions powered by LSEG financial market data and analytics across Asia.Co-lead the separation of non-core operational servicing assets (Beta securities processing/custody operations and Maxit tax reporting solutions) to Motive Partners & Clearlake in June 2022, resulting in sale proceeds of $1.1B and establishment of a 7-year strategic financial market data partnership with acquirer.

London, England, Gb

Strategically drive the development, launch, and continual support and improvement of wealth management products ($276M in revenue covering advisor digital workflow solutions and market data).Focus on long-term strategy, product vision, market trends, and definition of new opportunities.Work collaboratively with enterprise Workspace (Market Data & Analytics Digital Workflow Platform) and Market Data Platform teams to ensure successful delivery of critical roadmap deliverables for wealth.

London, England, Gb

Scivantage (FinTech firm) acquired by Refinitiv (March 2020).Retained to lead strategy and product development for Digital Wealth and Maxit Tax Reporting.Responsible for the development and execution of all transition plans in support of Scivantage integration.Responsible for the development and market rollout of new Digital Markets & Research experience and Investment Tools powered by Refinitiv data, including Lipper fund analytics and content.Responsible for the product expansion of Maxit Tax Information Reporting for largest client representing $3M in ARR.

Jersey City, Nj, Us

**Scivantage acquired by Refinitiv, an LSEG businessFinancial technology firm founded in 2000. SaaS-based services included: Brokerage & Wealth Management Technology, Cost basis software, Trading Systems, Order management systems, Online trading technology, Mobile solutions, and E2E tax reporting.Executive lead for Product and Application Development & Technology for the company; $35M in revenue.Co-led due diligence and sale of company to Refinitiv.Successfully transformed company's digital wealth business with the signing of two new clients (Top 20 US Bank and Top 10 Brokerage Clearing Firm) totaling $2M in ARR within first year joining firm.Responsible for the product transformation and development of new digital capabilities and go-to-market strategy for target Wealth Management client segments: Advisory, Digital Advice, Self-Directed and Trust.

Developed and executed digital programs designed to deliver new wealth management capabilities and drive business growth for client firms. Designed and implemented digital strategies to accelerate self-directed investing account sales for a $60B bank. Constructed and delivered long-term self-directed investing strategy framework and roadmap for a $70B bank. Drove channel strategy and business management structure within a comprehensive plan to launch a self-directed investing business for a $30B bank.

Charlotte, Nc, Us

As part of the Merrill Lynch acquisition, responsible for the build-out of Merrill Edge including all digital platforms and investor experiences (for both advised and self-directed investors), self-directed investing products and pricing (e.g. $0 Trades), banking and brokerage integration and multi-channel sales and service delivery across Bank of America and Merrill Lynch. After managing the successful launch and transition of legacy Banc of America Online Investing to Merrill Edge in 2010, served as the executive lead for Merrill Edge self-directed and advisory digital capabilities (sales and investing) and self-directed investing business.Member of Investment Product, Risk, and Operational Control Committees.

Charlotte, Nc, Us

Responsible for the development and management of digital investor pricing & products, multi-channel acquisition sales and service model, digital banking and brokerage integration (product and platforms), and digital sales and investing platform capabilities.Member of Investment Product, Risk, and Operational Control Committees at Banc of America Investment Services.

Charlotte, Nc, Us

Charlotte, Nc, Us

Charlotte, Nc, Us