The Business Solutions Team
A long-standing passion for helping advisors

Our team averages 20 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.

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Sophie Gilbert

Head of North America, Business Solutions

19 years of industry experience

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Tina Downing

Senior Director, Business Solutions, Central U.S.

31 years of industry experience

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Maria Nastasi

Program Manager, Business Solutions

18 years of industry experience

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Alex Shei

Program Manager, Business Solutions

9 years of industry experience

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Nancy Fahmy

Senior Director, Business Solutions, Eastern U.S.

22 years of industry experience

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