product innovations limitedDirector
Dec. 2004 - Feb. 2013Co- Founder and partner in the design and delivery of structured investment solutions. As my mother would say to her friends, we are investment architects; working with charities, private banks, retail banks, and high-end investment intermediaries to design and deliver for their clients capital and income guaranteed investment products. Developed the market penetration strategy and systems to build a new brand in the wealth management arena.