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Senior
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0
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Asset & wealth management consultant
Daniel Needleman
,
London, United Kingdom
Experience
Skills
I’m offering
Financial services professional, specialising in asset and wealth management, having worked in asset management, investment consulting and strategy consulting, with a focus on business and product development including market sizing and entry, value proposition and marketing.
Chartered Financial Analyst (CFA) and London Business School Masters in Finance alumnus.
Chartered Financial Analyst (CFA) and London Business School Masters in Finance alumnus.
Markets
United Kingdom
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2016 - 2019
job
Senior Consultant
NMG Financial Services Consultant.
Senior consultant responsible for leading teams on projects with top tier asset and wealth managers predominantly in the UK. Projects include market entry strategy, value proposition development, thought leadership development including marketing and promotion.
Marketing, Leadership, Leadership development, Market entry, Development
2012 - 2015
job
Analyst
Willis Towers Watson.
FoHF analyst and consultant to defined benefit pension funds advising on portfolio construction, liability matching and risk management.
Risk Management, Management, Analyst, Pension
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