Waleed Khan
Senior Business Development Consultant @Gallagher
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WORK HISTORY
Senior Business Development Consultant @Gallagher
London, GB
Senior Business Development Consultant specializing in pensions and retirement communications, focused on driving new business growth and building high-value client relationships. Proven track record in managing sales pipelines, delivering strategic pitches, and engaging stakeholders at board level. Experienced in leveraging data, CRM systems, and multi-channel outreach to exceed financial targets.
EDUCATION
LIBF
DipFA (Level 4 Diploma for Financial Advisers), Financial Advice
Imperial Business School
Digital Transformation: Game-Changing Technologies for Business.
Saïd Business School, University of Oxford
Oxford Fintech Programme
Chartered Insurance Institute
R04 -Pensions & Retirement Planning / R08 - Pensions Update, Pensions and Retirement Planning Advice
LIBF
CeFA (Certificate for Financial Advisers), Financial Advice
Coventry University
Bachelor of Laws - LLB, Law
SKILLS
ABOUT WALEED KHAN
I am an entrepreneurial minded finance professional. Having spent the majority of my career within wealth management and financial advice I then pivoted towards a more technology-driven finance path. I have over 18 years of experience within key financial services disciplines and have previously co-founded a fintech startup. I have maintained various influential positions within my career, having supported the UK’s largest insurer and workplace pensions provider respectively with their retirement planning proposition and business development strategy. I am forward-thinking and creative whilst possessing a commercial focus. I am adaptable in both corporate and startup based environments and have a strong knowledge of fintech as well as being a subject matter expert on investment and financial advice.
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