Global Portfolio Advisors
International firm offering back-office distribution/processing services for retail wealth management/mutual fund companies. Previous subsidiary of and established by founder of LPL Financial, the largest independent broker/dealer in the United States.
Responsible for strategy for European and Japanese subsidiaries, expansion into India and China markets, and management of corporate information technology.
- Worked extensively with regulators, distributors and banks in India and China to promote, structure leadership, choose software/systems/services vendors, and culturally align planned new subsidiaries.
- Won WHOFE (Wholly Owned Foreign Enterprise) service provider in China, but put India/China initiative on hold after world wide financial market crisis.