William Trout Email and Phone Number
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Visible wealth and asset management strategist charged with spearheading growth of retained advisory and research services. Keynote speaker on digital advice widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal.
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Practice Director, Securities And InvestmentsDatos InsightsHouston, Tx, Us
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Practice Director, Securities & InvestmentsDatos Insights Jan 2024 - PresentBoston, Ma, UsLead Datos wealth management and capital markets businesses with a mandate to drive research and consulting activity across US and international markets. Datos Insights is the leading advisory firm focused on helping executives from banks, insurers, payments providers, securities firms and their respective technology and service providers respond to important technology, strategy, operations, and regulatory changes. -
Director, Wealth ManagementJavelin Strategy & Research Nov 2020 - Dec 2023Livonia, Michigan, UsHired to build a world-class wealth and asset management practice for Javelin Strategy & Research, an advisory firm focused on the intersection of strategy and technology in financial services. Javelin, part of the Escalent family of companies, helps financial institutions and fintech and technology firms make informed decisions in an increasingly digitized world. -
Head Of Wealth Management | Securities And InvestmentsCelent Jun 2016 - Oct 2020Us, Europe, Asia-Pac, Primary Offices, OoGlobal head of Wealth Management research practice for division of Oliver Wyman, advising senior leadership on market entry, vendor deployment and technology platform restructuring. Verifiable and repeatable track record of success helping leading financial services firms achieve profit and business objectives by aligning technology enhancements to business model imperatives. -
Senior AnalystCelent Mar 2014 - May 2016Us, Europe, Asia-Pac, Primary Offices, OoIdentified opportunities and recommended strategies to scale distribution and shatter tradeoffs between customization and scale.Groundbreaking work for banks, asset managers, insurers and technology vendors included:• Robo 3.0 analysis that defined the trajectory of the robo advice revolution • Wealth management entry strategy for global telecoms provider • Pioneering use case for capacitation of financial advisor through AI technologyWork enabled addition of financial services clients in the US, Canada and Japan as well as horizontal expansion in the UK, spurring fastest growth in firm by practice.
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Co-FounderBank Innovators Council May 2013 - Apr 2015Created Council (now NextMoney) to help bankers create, develop and test innovative ideas within their organizations, as well build sustainable innovation capacity within banks generally. -
Director Of Product And Segment Development | High-Net-Worth And Affluent SegmentsBbva Compass Dec 2011 - May 2013Birmingham, Al, UsHandpicked by CEO to re-engineer bank’s approach to highest value customers by transforming ad hoc customer acquisition efforts into relationship-focused and intelligence-driven business development function. Used big data to segment customers and prospects in order to maximize sales outcomes and efficiency, tying leads to CRM system to target prospects and ignite cross-sell of underserved clients.Among other accomplishments: • Identified $20 MM in new fee income opportunity across markets• Uncovered new referral sources worth an additional $10 MM in fee income• Developed high-yield contact strategies while pinpointing $5 MM in servicing efficiencies -
Director Internal Communication | Transformation And Organizational ChangeBbva Compass Jan 2009 - Dec 2011Birmingham, Al, UsCreated new department to repurpose bank internal business culture and brand. Successfully melded six distinct legacy cultures across U.S. and Puerto Rico, jump-starting discretionary effort among stakeholders and transforming communications from static to strategic and business-driven function.
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Director Planning And Communication, Wealth Management | Sales And Client ExperienceBbva Compass Jul 2006 - Dec 2008Birmingham, Al, UsDrove client acquisition and retention through market segmentation based on investor profile and behavior patterns. Conceived and implemented rollout strategy for new investment platform, resulting in 100% growth in managed assets, 100% growth in revenue per portfolio manager, and 126% organic fee growth (highest among largest 30 U.S. banks) over 5 years. Directed implementation of uniform client service standards and on-boarding process, raising client retention levels to industry-leading 95%
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Senior Investment Communications Officer, Asset Management | Investment Management, MarketingCompass Bank Jul 2002 - Jul 2003Conceived and launched marketing and communications program around Bank transition from proprietary mutual fund platform to industry-leading unified managed account platform.
William Trout Skills
William Trout Education Details
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Harvard UniversityA.B.
Frequently Asked Questions about William Trout
What company does William Trout work for?
William Trout works for Datos Insights
What is William Trout's role at the current company?
William Trout's current role is Practice Director, Securities and Investments.
What is William Trout's email address?
William Trout's email address is wi****@****ass.com
What is William Trout's direct phone number?
William Trout's direct phone number is +183224*****
What schools did William Trout attend?
William Trout attended Harvard University.
What are some of William Trout's interests?
William Trout has interest in Stakeholder Outreach Process Management, Corporate Identity, Marketing Communications, New Business Development, Technology Management, Process Management, Stakeholder Outreach, Competitive Analysis, Brand Stewardship, Media And Public Relations.
What skills is William Trout known for?
William Trout has skills like Strategy, Leadership, Management, Business Strategy, Crm, Marketing, Competitive Analysis, Change Management, Strategic Communications, Marketing Strategy, Banking, Financial Services.
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