Expert Details

Expert in Financial Services and Technology

Expert ID: 733818 New York, USA

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While at Wilshire, Expert's responsibilities included the index business, which he tripled in three years. He leveraged his ETF experience from backing active ETF provider AdvisorShares from inception.

He has years of experience in financial technology as a strategist, general manager and sales leader. This includes reg. tech, regulatory issues, digitization of business operations, sales and account management.

Expert has led global client-facing teams -- including marketing, sales and account management for multiple organizations. A high-level global executive, he has consistently demonstrated a record of success in growing companies and delivering performance. As a General Manager and senior Sales Leader, he identifies, develops, and monetizes strategic growth opportunities, partnerships and mergers and acquisitions. He leads executive teams in driving business development, operational effectiveness, and profitability. He also ensures high employee morale with a focus on creating long-term shareholder value.

Expert's global experience includes different cultures and personal access to an extensive domestic and international network. He possess a broad understanding of financial markets, product creation and distribution. He has earned accolades for fostering long-term relationships with top industry firms on the buy-side and sell-side alike. He is a strong negotiator who is recognized for decisiveness alongside a decisive spirit.

Expert may consult nationally and internationally, and is also local to the following cities: New York, New York - Yonkers, New York - Newark, New Jersey - Jersey City, New Jersey - Paterson, New Jersey - Elizabeth, New Jersey - Bridgeport, Connecticut - New Haven, Connecticut - Hartford, Connecticut - Philadelphia, Pennsylvania

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Year Degree Subject Institution
Year: 1985 Degree: BSc Subject: Mathematics, Computer Science and Business Management Institution: University of Oslo

Work History

Years Employer Title Department Responsibilities
Years: 2017 to Present Employer: Undisclosed Title: Partner and Senior Advisor Department: Responsibilities: Expert serves as a senior advisor to financial institutions, private equity outfits, and technology firms. Primary topics include growth initiatives.
Years: 2013 to 2016 Employer: Wilshire Associates Title: Managing Director; Department Head Department: Sales, Marketing and Client Services Responsibilities: Expert grew the qualified pipeline by 355% and tripled index revenues. He increased total sales results by 44% and played an indispensable role in negotiating and signing initial China contracts. He improved growth significantly, set the strategic direction, and increased profitability. During this time, Expert refocused the index business and improved measured client satisfaction through a variety of channels and attentiveness to delivered value.
Years: 2006 to 2013 Employer: Harbor Capital Technologist Title: Partner Department: Responsibilities: Expert developed and executed the operating strategy for this advisory company focusing on boutique capital markets. He advised financial institutions and technology firms on strategic business development and execution. Areas of consultation also included strategic partnerships and revenue growth initiatives. During this time, he leveraged his expertise in wealth management, financial advisor productivity, financial advisory training, investor communications, research, analytics, strategic investments, and big data.
Years: 2005 to 2006 Employer: Thomson Financial Title: Managing Director and Senior VP Department: Global Accounts Responsibilities: Expert managed highest-level global relationships with international financial institutions. The company was/is a leading financial data, news, and investment analysis solutions provider. His services amassed over $100 million during this time. His team included sales associates throughout the U.S. and in Europe and Asia. He showcased new product value proposition in relation to client needs. His services included significant increases in sales penetration alongside long-term client retention and satisfaction.
Years: 1996 to 2005 Employer: ADP Brokerage Services Group Title: CEO (Americas); General Manager Department: Responsibilities: Expert refocused a major subgroup and spearheaded a new growth period for this leading financial technology solutions provider whose primary clients included banks and brokerage firms. He increased sales by 50% in two years and increased customer satisfaction from 83% to 91% during this time.

Before this time, Expert served the company as Managing Director of Brokerage Sales from 2000-03 and focused on promoting growth with the outfit's largest global accounts. He kickstarted and stewarded negotiations leading to the team's largest client relationships in their history.

Language Skills

Language Proficiency
Norwegian Fluent
Swedish Fluent
Danish Fluent
French Basic conversational
German Basic conversational

Fields of Expertise

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