James Dunne

Background

About James Dunne

A leader in building high-performing teams. I believe that success comes from a combination of great people, strong culture, and a clear vision. I have a track record of assembling and leading dynamic, high-achieving teams that thrive in fast-paced, evolving environments. Passionate about transforming wealth management through innovation 🦾 With deep experience in WealthTech, I specialize in leveraging technology to create scalable, efficient, and client-centric solutions that drive growth and accessibility in financial services. 🤝 Client-focused, results-driven. Throughout my career, I’ve worked closely with financial institutions, wealth managers, and fintech partners to deliver tailored solutions that enhance operational efficiency, improve client experience, and drive long-term value. Key Areas of Expertise: WealthTech & Digital Transformation Leadership & High-Performance Team Building Client Strategy & Relationship Management Scalable Technology Solutions Business Growth & Market Expansion Currently at FNZ, leading efforts to open up wealth and redefine the future of wealth management. Excited about the journey ahead and always open to connecting with industry peers, innovators, and leaders driving change.