Member's Details
Dr. Scott Alan LEVY PhD – Cambridge University (1993)
4, Landford Rd
London SW15 1AG
Tel : +44 (0)7901 914 055
Email: sl@dandsconcepts.com
39 – Married – 1 child
DR. SCOTT A. LEVY |
|
| PERSONAL |
Date of Birth: 10th February 1965
Married: 2 children |
| EDUCATION |
1990 Ph. D., History, Wolfson College, Cambridge
1986 BA(hons) History, with Economics & Accounting, University of Illinois |
| PROFESSIONAL |
Since 2000 Investment Life Assurance Group and member of Investment Products and e-Commerce Practitioner Groups.
since 1999 Member, Institute of Directors
Investment Management Certificate ( UK SIP), Part 1 (Regulation & Markets)
Chartered Director, Part 1 (Finance)
1999 – 2003 Fellow and Director, Institution of Analysts and Programmers
Approved EBRD Consultant |
| PROFESSIONAL HISTORY |
Scott Levy has developed an unique understanding of the international financial services market and its varied needs. His work has been with investment banks, fund managers, retail banks and life & pensions companies, around both the developed and developing world. As a consultant and service provider, he has held most major positions in specialist companies including CEO, CFO, CIO, and run business development and international marketing programmes. Across a wide range of product areas, Scott has been instrumental in developing award winning solutions for companies using the latest technologies.
Scott Levy has operated at all levels of business and technical users to ensure deliveries are consistent with the business goals in more than 15 countries. Many of the projects have been with blue chip companies like Bear Stearns, SocGen, Swiss Re, Allianz, Fortis, Credit Suisse, IBM, Siemens, and Accenture.
Recent work has focussed on the development of new methods portfolio management and the delivery of a range of innovative investment solutions for the HNW markets. Product Innovations is at the forefront of investment product development and is working with some of the world’s largest investment banks to challenge the preconceptions about advisory investment management and the role of the fund management industry. He has written for trade magazines and has presented on industry issues at conferences for ILAG as well as companies like Accenture, Hannover Re, Swiss Re, IBM, Temenos and Marsh. |
| 2004-2007 |
Product Innovations Limited
Director and Head of Operations
Independent company specialising in the development and delivery of structured investment solutions. IFA focussed structured investment business and recognised innovators and leaders in the development of structured investment solutions across Europe.
|
| 2000-2004 |
Board, Consulting and Advisory roles
D&S Concepts Limited
Peach Global Financial Solutions Ltd
PIPAL Solutions ( UK & Luxembourg)
Ortelius International (US & UK)
Fintech3 ( UK)
Majorband
WASP Consulting
Winchester White Consulting
TPS Direct Limited
- Various Projects including
- Develop and distribute insurance products for the direct to consumer market place, particularly A&H.
- Developed on-line technology solution for management of small group life and group pensions businesses in UK. Germany and Switzerland
- Developed outsourced medical underwriting and call-centre underwriting systems
- Helped established tele-underwriting business
- Set-up actuarial consulting firm
- Worked with blue-chip firms to develop service offerings for financial services sector in UK
|
| 1990 to 2002 |
Financial Information Technology (“FIT”) ( UK)
FIT develops and licenses life insurance and retail banking systems. Also established outsourcing business in UK (1993).
- Provided overall management for FastTrack 100 qualifying company (2002). Built management team and revenue base of company from 3 people and 400,000 turnover to 47 people and 3,900,000 in four years. Expanded customer base from 19 to 38 in 5 years and introduced new product and service initiatives in Ireland, Holland, UK, and Luxembourg. Leader in offshore insurance solutions.
- Board Member (since 1996). Dealing with organisational risk and overall delivery risk management issues as primary responsibility within the corporate governance structures of FIT. Instrumental in developing UK, Luxembourg and Irish outsourcing business.
- Developed and implemented global marketing and sales campaigns in a complex solutions environment. Established direct and third party campaigns with international consulting firms, systems integrators, and aid organisations. Developed and trained team of long-cycle solutions sales and pre-sales personnel.
- Established subsidiaries and joint ventures in South Africa and India.
|
| PUBLICATIONS |
Various contributing and editorial pieces published in Insurance Technology Magazine, Insurance Direct Magazine, Director, and Journal of Investment Management |
| INTERESTS |
Real Tennis, Rugby, Incunabula |
Go Back
|