Dave Upton

Dave Upton Email and Phone Number

Chief Executive Officer @ Focus Advice Technology
Royal Leamington Spa, GB
Dave Upton's Location
Royal Leamington Spa, England, United Kingdom, United Kingdom
Dave Upton's Contact Details

Dave Upton personal email

n/a
About Dave Upton

Over 20 years experience in the financial services software solution market place, with proven skills in the following areas:• Significant business development track record• Strong technical, business vision and design skills • Significant client relationship management experience• Deep business knowledge in front middle and back office processes• Wide range of disciplines including solution design, development, support, training, project management• Excellent presentation skills winning hearts and minds• Go to market proposition shapingMy primary goal is always to see the end user organisations using our solutions to gain the full benefits of our designs and vision. Over the next 2 – 3 years, my goal is to see product providers, wrap providers and distributors using the various elements of focus:360 product suite to finally deliver true joined up 100% electronic trading and holistic client management in the life, pension and investment market place.

Dave Upton's Current Company Details
Focus Advice Technology

Focus Advice Technology

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Chief Executive Officer
Royal Leamington Spa, GB
Dave Upton Work Experience Details
  • Focus Advice Technology
    Chief Executive Officer
    Focus Advice Technology
    Royal Leamington Spa, Gb
  • Focus Advice Technology
    Chief Executive Officer
    Focus Advice Technology Dec 2024 - Present
    Leamington Spa, Warwickshire, Gb
  • Focus Advice Technology
    Managing Director
    Focus Advice Technology Jun 2010 - Dec 2024
    Leamington Spa, Warwickshire, Gb
    Overall responsibility for the creation and execution of the 'Focus' strategy and vision.
  • Focus Advice Technology
    Product Director
    Focus Advice Technology Dec 2007 - Jun 2010
    Leamington Spa, Warwickshire, Gb
    From an initial consultancy role in shaping the vision of the new focus:360 product, it quickly became evident that Focus were comitted to the development of probably one of the most existing and important new products in this market place in years. With this in mind, I agreed to come on board in a permanent role to head up the business design, build and launch of the focus:360 product. I have overall responsibility for our technology and focus:360 propositions.
  • Abrdn
    Head Of Digital Innovation
    Abrdn Jan 2021 - Dec 2024
    Edinburgh, Scotland, Gb
    Whilst I continue to to be Managing Director for Focus Solutions Group Ltd which is a wholly owned subsidiary of abrdn, my role has now extended to also be 'Head of Digital Innovation' for abrdn. I own the implementation of our global 'Digital First' strategy going forward with significant synergy between where the Focus capability is heading and the software assets required to reach our goal. Exciting times...
  • Active Web Technology Ltd
    Managing Director
    Active Web Technology Ltd Jan 2005 - Jan 2008
    Led the vision, design, development and go to market launch of a unique online car allowance 'duty of care' management system. Growing from nothing to a £3.5M turnover in year 3 running at a profit in each year prior to sale of the business in 2008 to enable its next stage of growth.
  • Sirius Financial Systems
    Swift Business Manager
    Sirius Financial Systems Nov 1987 - Oct 2004
    Us
    I was with the Swift business since its early days as a small private company. I joined as a trainee developer working on the original MSDOS product. In 1993 when the company changed hands I was asked to head up the vision, design and development of a new Windows product Swift IV Windows the first Windows back-office system in the market. This attracted significant interest from a number of major national IFA firms leading up to the sale of the Swift business to Policy Master, then Sirius, now SSP. Under the Sirius ownership I again led the redevelopment of the next generation of the Swift product and worked to drive the business development to the wins at RBS, SJP, CooP Bank, Openwork, Pointon York and many more.These 17 years of development gave me a firm grounding in software design and development, analysis, project management, support, training, marketing, business development and overall management and a deep knowledge of the financial advice market place.

Dave Upton Skills

Financial Services

Frequently Asked Questions about Dave Upton

What company does Dave Upton work for?

Dave Upton works for Focus Advice Technology

What is Dave Upton's role at the current company?

Dave Upton's current role is Chief Executive Officer.

What is Dave Upton's email address?

Dave Upton's email address is da****@****s.co.uk

What are some of Dave Upton's interests?

Dave Upton has interest in Snowboarding And Wakeboarding, Years Of Sailing.

What skills is Dave Upton known for?

Dave Upton has skills like Financial Services.

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