Brett Nielsen

Senior Partner, Asset & Wealth Management Consulting - North America @Alpha FMC

San Francisco, CA, US
EMAILS
b••••••••@alphafmc.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2023 — Present

Senior Partner, Asset & Wealth Management Consulting - North America @Alpha FMC

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San Francisco, CA, US

Senior Partner at Alpha North America, based in the San Francisco office, working across a broad range of segments and clients in the UK and US, advising on business strategy, solution evaluation, as well as delivery of large-scale, end-to-end transformation projects.Responsibility for the oversight and management of Alpha’s Client & Digital Practice in North America, and is a subject matter expert in distribution platforms and associated operating models.Deep understanding of the Asset Management industry, associated sales channels and functions across a spectrum of business capabilities, including CRM, Marketing Automation, Sales Enablement, Business Intelligence, Client & Fund Reporting and Enterprise Content & Data Management

EDUCATION

2008 — 2012

University of Oxford

Master of Engineering (MEng), Materials Science, Economics and Management; Engineering

2008 — 2012

University of Oxford

Master of Engineering (M.Eng.), Materials Science, Economics and Management

SKILLS

Project ManagementSalesforce.comBusiness Process DesignBusiness StrategyJiraRelease ManagementAnalysisBusiness AnalysisPresentationsData AnalysisChange ManagementFinanceAgile MethodologiesManagementInvestment BankingSlackSlack AdministratorBusiness WorkflowsTutoringPowerpointMicrosoft ExcelMicrosoft OfficeTechnology AdoptionResearchUser ExperienceMathematicsUser Experience DesignStrategyFinancial ServicesMaterials ScienceEconomicsUser Interface DesignUser InterfaceWorkflow SoftwareSocial MediaSolution ArchitectureProcess DesignTrainingMarket ResearchNew Business Development

ABOUT BRETT NIELSEN

Senior Partner at a fast growing, industry leading, and global consultancy, providing strategy, advisory, evaluation, and implementation services to a range of global clients across the financial services industry.An experienced team leader, subject matter expert, and relationship manager with a strong analytical background with experience in all things Agile Project Management, App Development, Digital Workflow Design, Business Strategy, Systems Selection & Implementation, Solution Architecture and Target Operating Model Design, and Business Process Reengineering. Deep understanding of the Asset and Wealth Management industry, associated sales channels and functions across a spectrum of business capabilities, including CRM, Marketing Automation, Web, Sales Enablement, Business Intelligence, Client Reporting and Enterprise Content & Data Management.Extensive Sales, Marketing, and Digital Distribution subject matter expert, having worked across the largest global asset and wealth managers by AUM, and with deep expertise in leading technology platforms, digital solutions, and AI-enabled workflows.

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