David has over 30 years’ experience in institutional sales, business development and account management for leading investment research, financial technology and solutions firms and specific expertise in fintech and data services businesses. He has held senior leadership positions within several leading global financial services institutions, including Hargreaves Lansdown, Morningstar and Calastone.
This means David has an unrivalled understanding of the issues involved in bringing to market and promoting innovative, financial technology-based solutions. David has specific domain experience of the SIPP and drawdown sectors and was instrumental in creating the sales strategy as well as gaining external investment for one of Delta’s innovative SIPP~Pro clients. He is responsible for the sales and business development for all Delta solutions across the group, in particular the development of new markets and opportunities created by pension freedoms for Delta’s next-generation technology platform, Platinum~Pro.
David is married with three children, is a reluctant Tottenham fan (due to his son’s obsession), enjoys boxing and has been known to get in the ring himself.