I began my career in international trade (creating business relationships in the Czech Republic at the onset of free trade) and later joined the executive team of an Oxford University spin-off consultancy where I transitioned into the wealth management industry, specializing in strategic decision-making under risk and FinTech solutions. Since 2006, I have developed roadmaps and implemented international business expansion strategies for FinTech companies that help wealth management firms leverage digital technology to deliver investment advice.
Most recently, I have built strategic relationships with wealth management industry leaders in the US (including Fidelity, Schwab Advisor Services, and TD Ameritrade Institutional) and strategic alliances with technology integration partners as they create KYC compliant risk profiles that guide financial planning and investment decision making. With an entrepreneurial spirit, I leverage the power of FinTech to help clients and partners better serve their own customer base.
A key piece of my marketing, business development, and expansion strategy is to continually identify ways to deliver valuable insights and information. This has led me to appear in leading media outlets including The Wall Street Journal, CNBC, Bloomberg, Smart Money, Kiplinger, and other well-known online and print publications. I also seek out ways that I can assist partners in navigating the regulatory landscape, comply with fiduciary standards, and put asset allocation best practices in motion to inform decision making in risky and uncertain conditions.
private sector development
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