Gary Winslow

Gary Winslow

Director of Business Development: United Kingdom | Conroe, Texas, United States

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Work Experience

Asset-Map

Director of Business Development: United Kingdom

2022-03-01 — Present

WORK.THAT.MATTERS. authorised Asset-Map representative

Kick-Ass-Client-Value-Proposition-Maker

2019-05-01 — Present

Asset-Map

Director Client Experience

2019-01-01 — 2022-08-01

SmugMoney

Financial Planner

2015-04-01 — 2018-12-01

Old Mutual Wealth

Head of Advice & Client Value Proposition

2013-07-01 — 2019-04-01

ACSIS

Head of Strategic Development

2011-11-01 — 2013-07-01

ACSIS

Advice Development Consultant

2010-09-01 — 2011-09-01

Perry & Associates

Strategy Consultant

2006-02-01 — 2010-08-01

Standard Bank Group

Whole Bunch of Stuff

2001-07-01 — 2006-01-01

Skills

advisorclient communications client profiling tool client & book of business metric reporting advisor sales & review process cloudbased solutions wealth management financial technology wealth technology financial services technology client engagement software

Languages

English