Ricky is responsible for business development and all contractual arrangements with both clients and suppliers, leveraging his knowledge to strengthen our presence as a leader in wealth management services and software. His focus is around developing and maintaining relationships, ensuring everyone is getting the most from our services and fully supporting a superior level client experience.
His professional experience in the financial services industry has covered operations, project management and software development and includes an eight-year stint at Brooks Macdonald where he was instrumental in supporting their growth on the technology side, delivering a multi-million-pound operating model switch.
Ricky joined us in 2014. He’s an Associate of the Chartered Institute for Securities & Investment, ITIL certified and a PRINCE2 Practitioner.
Things you should know about Ricky: Fanatical about world history, Ricky Gervais and gadgets. His favourite possessions are his coffee machine and top-of-the-range BBQ and his guilty pleasure is Homes Under the Hammer.