Selected Recent Track Record

CEO, EMEA – Provider of Wealth Management and Transfer Agency software solutions/Fintech

Chief Risk & Compliance Officer - Start-up Wealth Management Platform

Global Chief Technology Officer - Provider of Wealth Management and Transfer Agency software solutions/Fintech

Chief Financial Officer – Protection Provider

Head of Growth – Protection Provider

Distribution Director – Friendly Society, Income Protection provider

Chief Delivery Officer – Investment Technology Solutions and Services, Fund Administrator

Senior Client Director – Investment Technology Solutions and Services, Fund Administrator

CIO, Transfer Agency - Investment Technology Solutions and Services, Fund Administrator

Managing Directors, Strategic Relationships – Global Wealth Management Platform/Fintech

Operations Director – Wealth Management Platform

Director of Change – Wealth Management Platform

Director of Adviser & Customer Experience – Wealth Management Platform

Chief Operating Officer – Wealth Management Platform

Commercial Director – Wealth Management Platform

Chief People Officer – Wealth Management Platform

Marketing Director – Wealth Management Platform

Chief Risk Officer – Wealth Management Platform

Chief Investment Officer - Life, Pensions & Investments provider

Confidential market map of CMOs in Life Insurance, Pensions, Asset Management & Retail Banking