Financial services professional specializing with expat wealth management and investment product operations. 15 years in role of Head of Operations for a multi-national IFA company covering all aspects of back-office and project based tasks.
Highly proficient with data analysis, IT systems (incl CRM design and implementation) along with merger and acquisition work.
Working with both company owners and the sales teams, I was the key source of product knowledge and 'go-to person' for all aspects of operational and administrative processes.More...