Paul Newmann

About Paul Newmann

Fintech executive with 15+ years of experience building, scaling, and operating businesses across asset management, wealth, retirement, and fintech platforms. I bring a blend of commercial, product, operational, and strategic leadership that drives measurable improvements in revenue, margins, customer experience, and organizational performance.My background includes leading global revenue organizations, expanding SaaS businesses, driving enterprise partnerships, modernizing operating models, and building cross-functional teams aligned around clear business outcomes. I’m known for transforming complex businesses into scalable, efficient, growth-oriented operations.Selected achievements include:• Built new commercial and operational organizations from the ground up across both publicly traded enterprises and early-stage startups.• Delivered 70%+ YoY revenue growth ($14M → $24M) while expanding gross margins from 67% → 80% and net margins from 18% → 28%.• Doubled annual recurring revenue from $20M → $45M while maintaining 100% client retention.• Scaled institutional AUA from $19B → $37B at a leading retirement RIA while managing $25B+ in enterprise relationships.My leadership style is grounded in clarity, accountability, and collaboration - aligning product, engineering, operations, and go-to-market teams around the systems and execution required to scale. I thrive in environments where the mandate is to grow, optimize, and transform businesses within dynamic, high-growth markets.

Experience

1. Director of Global Business Development

   Apex Fintech Solutions

   Aug 2025 — Present · NY, US

Education

• Bayes Business School

  Economics, Sociology

• Loyola University Chicago

  BBA, Finance, Marketing