2025 -2025 Exploring new opportunities @ Financial Services
2022 -2024 Regional Account Manager @
2018 -2022 Platform Consultant @
2011 -2018 Regional Platform Consultant @
2008 -2011 Platform Sales and eBusiness Specialist @
1999 -2008 eBusiness Consultant @
1990 -1999 Customer Relationship Manager (and other roles) @
Brian Moffat Skills
Relationship Management
Pensions
Financial Services
Wealth Management
Investments
Business Analysis
Business Requirements
Business Transformation
Business Strategy
E-commerce
Business Process Improvement
Account Management
Process Improvement
Strategy
Business Development
Business Process Mapping
Strategic Planning
Integration
E-commerce Consulting
E-business Consulting
Business Process Automation
Key Account Management
RDR
WRAP
Portfolio Management
CRM
Insurance
Outsourcing
E-business
Strategic Financial Planning
Project Delivery
Change Management
Governance
Requirements Gathering
Risk Management
Proposition Development
Banking
Customer Experience
Inheritance Tax Planning
Business Process
PRINCE2
PMO
Financial Planning
Business Relationship Management
Customer Relationship Management (CRM)
Brian Moffat Summary
Brian Moffat, based in Dalgety Bay, GB, is currently a FinTech Adoption Specialist at Origo. Brian Moffat brings experience from previous roles at Financial Services, Aegon UK and Cofunds. With a robust skill set that includes Relationship Management, Pensions, Financial Services, Wealth Management, Investments and more. Brian Moffat has 2 emails on RocketReach.
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