Tim Morgan

Background

About Tim Morgan

Selling a fintech platform for securities lending that helps wealth managers to deliver higher returns to clients, and higher revenues for shareholders, by monetising existing assets. Classic BaaS enterprise sale, including elements of outsourcing and post-trade tech- Introduced this solution to over two dozen banks and brokers across Europe and the UK, analysing over $300 bln in assets. Participated in internal AI competition including developing a Sales Coach agent- A high energy, results-driven sales professional with decades of experience in consultative relationships with highly educated, often demanding personalities. Delivered 90%+ retention and 5-10% increase in customer numbers annually, in a teamwork matrix environment- Start-up and scale-up experience across UK & EU; grew my last office from one colleague to 100+, including a single deal for 30+ staff. Responsible for business development planning and budgeting- Constantly learning and pivoting, including transition from 'US to EU' tradfi to global fintech sales role in 2018-2023. Conference and marketing initiatives delivered record investment banking deals. Reports written on regtech, digital assets, payments and capital markets tech hit record readership volumes globally in firm- Opinions posted are my own.