London Area, United Kingdom
I have worked in Financial Services my whole career, from retail banking, to mortgages, insurance, independent financial advice and holistic financial planning. I have always sought the best possible ways of making my clients better off. Now, I represent companies looking to raise capital from both retail and institutional investors.
Consulting to raise capital for a British company, with products designed to help control explosive, persistent lithium-ion battery fires found in modern devices like phones, laptops, and tablets. Fully tested and approved.
Consult with HNWI and UHNWI investors on private placement of funds for high-impact off-market investment opportunities.
Manage a team of Data Gatherers, Business Development Managers and Financial Advisors to drive client-centric, holistic financial advice outcomes along with other roles in other parts of the group including real estate and alternative investments. Oversee sales strategy, marketing, communications and operations. Successfully tendered and implemented CRM and VOIP Software and integration of the two. Step in to high-value cases as a consultant to aid the sales team directly. Oversee all training and performance management including quality of advice and suitability. Was instrumental in getting proprietary product listed with Lawsons Network
Recruited and developed an international Business Development Team for financial services and off-plan real estate. Oversaw sales training and coordinated external trainers for further development on particular projects. Developed customized sales aids and training materials for new starters. Scaled processes in step with the growth of the team by liaising with operations and finance. Re-balanced these processes by data-driven analyses of key performance metrics.