30+ years experience in the financial services industry, mainly in wealth management, investment banking and related technology businesses.
My current focus is to help FinTech & RegTech companies and financial service providers to review/refocus business strategies, develop solutions and markets, execute sales, build business partnerships, manage strategic projects, and implement corporate structures and processes.
My core expertise is to develop and roll out new digital business platforms. Successful projects include a B2B social business platform for financial intermediaries, establishing prime services for ultra-wealthy clients, and post-trade services for FX and OTC products.
WHAT I DO
WealthTech, RegTech and Blockchain Advisor
Speaker, Panelist, Moderator
Market and Business Development
StartUp Coach and Mentor