Experience

IDAD Ltd

• United Kingdom

• International Sales Director

  • Aug 2020 - Present

• Middle East & Asia Sales Manager

  • Jun 2016 - Present

  IDAD offer a number of carefully selected Funds and Structured Products that we believe provide interesting investment opportunities for clients.Since its formation in 2002, IDAD has developed a reputation as a Structured Product powerhouse. We believe that we have a phenomenally successful track record of delivering excellent growth without compromising on capital security. Our approach is based on capital preservation first, with growth or income opportunities structured to suit different market conditions.IDAD operates principally to help advisers around the World deliver investment solutions to their international clients. We are confident that our depth of knowledge and experience is unrivalled in this sector of the market and our network of Sales Managers across the globe is here to help you to help your clients make the most of the exciting investment opportunities that we offer. That same commitment to excellence has governed the delivery of our 8AM Funds. Enhancing the range and diversity of IDAD investments whilst maintaining the emphasis on quality, 8AM GLOBAL is an asset management business with a Progressive, Disciplined and Adaptive approach to Multi-Manager Investing. The addition of the 8AM range has allowed IDAD to broaden our Investment offerings to ensure we deliver the most desirable products to our clients.Only the best Structured Products, the best Funds and the best Adviser support is good enough for you – that’s all a part of the “IDAD Difference”. Show less



Lifecare International

• United Arab Emirates
• Insurance
• 100 - 200 Employee

• Senior Wealth Manager

  • Jul 2014 - May 2016

  A High-Impact financial change manager with a strong focus on identifying initiatives and facilitating action driven plans to support the growth and the needs of corporate and individual high net worth clients. Developing customised financial strategies to manage multiple client portfolios with diligent attention and continual analysis of economic trends to determine appropriate financial plans and strategies. A High-Impact financial change manager with a strong focus on identifying initiatives and facilitating action driven plans to support the growth and the needs of corporate and individual high net worth clients. Developing customised financial strategies to manage multiple client portfolios with diligent attention and continual analysis of economic trends to determine appropriate financial plans and strategies.



Holborn Assets LLC

• Senior Associate

  • Aug 2009 - Jun 2014

  A highly skilled Business Financial Consultant focused on isolating new opportunities and implementing specific plans for growth and business development. Responsible for the management, retention and progressive expansion of a strong client base across international markets with a focus on the Middle East and Asia. Managed Advisory, Consulting and Financial Services to affluent clients on matters relating to employee benefit design, executive compensation, estate planning, risk management, and wealth management. Show less



Green Shoots Capital (Group of Companies)

• Sales Manager

  • Aug 2012 - Jan 2014

  Green Shoots Capital LLC ('GSC') is a client-driven investment structure, asset manager & fund-incubator, with a network of more than 22 partner firms managing over USD 50 billion, affording institutional investors access to peer group leading liquid alternative investment solutions and infrastructures, often tailor made. My core objective was to successfully introduce the company and its unique investment structures to the Middle East and North Africa. Establishing successful distribution channels has allowed the company to prosper allowing bespoke investment solutions to be designed and implemented for the Ultra High Net Worth and the Institutional Investor. Show less



Burns Anderson

• Financial Services
• 1 - 100 Employee

• Independent Financial Advisor

  • Dec 2007 - Aug 2009

  A holistic Independent Financial Adviser who worked with prospective and existing customers to asses their financial needs, analyse information and prepare plans best suited to the individual client’s requirements. Responsible for the successful establishment of the first Burns Anderson IFA Office outside England and I managed the development and growth of target driven sales across Wales for the company. A holistic Independent Financial Adviser who worked with prospective and existing customers to asses their financial needs, analyse information and prepare plans best suited to the individual client’s requirements. Responsible for the successful establishment of the first Burns Anderson IFA Office outside England and I managed the development and growth of target driven sales across Wales for the company.


AWD UK
• Independent Financial Advisor

  • Sep 2005 - Dec 2007


Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Business Banking Specialist

  • Sep 2003 - Sep 2005

  Key responsibilities consisted of offering strategic financial planning solutions to the Banks Business customers covering a range of issues including Key Man Insurance, Director Share and Partnership Agreements along with Company Pension Schemes Key responsibilities consisted of offering strategic financial planning solutions to the Banks Business customers covering a range of issues including Key Man Insurance, Director Share and Partnership Agreements along with Company Pension Schemes



Aegon

• Financial Services
• 700 & Above Employee

• Regional Business Consultant & Pension Specialist

  • Mar 2000 - Sep 2003

  Promoting the products of AEGON (formerly Scottish Equitable) to the IFA market both locally and internationally. Responsible for the management of a portfolio consisting of 150 IFA firms on a day-to-day basis. In addition to generating and delivering sales ideas to the market place, I also implemented development plans for each IFA business to help achieve growth and market share in the Pension landscape. Promoting the products of AEGON (formerly Scottish Equitable) to the IFA market both locally and internationally. Responsible for the management of a portfolio consisting of 150 IFA firms on a day-to-day basis. In addition to generating and delivering sales ideas to the market place, I also implemented development plans for each IFA business to help achieve growth and market share in the Pension landscape.