A long-standing passion for helping advisors

Our team averages 18 years of experience working with advisors across the globe to help them maximize their potential. We would be delighted to partner with you. Please reach out to your dedicated Regional Team to arrange a consultation.

The Business Solutions Team

Sophie Gilbert

HEAD OF NORTH AMERICA, BUSINESS SOLUTIONS

19 years of industry experience

Tina Downing

SENIOR DIRECTOR, BUSINESS SOLUTIONS
CENTRAL U.S.

31 years of industry experience

Johann Schneider

SENIOR DIRECTOR, BUSINESS SOLUTIONS
WESTERN U.S.

16 years of industry experience

Alex Shei

PROGRAM MANAGER, BUSINESS SOLUTIONS

9 years of industry experience

Maria Nastasi

PROGRAM MANAGER, BUSINESS SOLUTIONS

18 years of industry experience

Nancy Fahmy

SENIOR DIRECTOR, BUSINESS SOLUTIONS
EASTERN U.S.

22 years of industry experience

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