Dan Russell
Dan Russell
Managing Director
Simply Biz Investment Services

Dan has responsibility for the delivery of the market leading investment services available from The SimplyBiz Group to financial advisers and wealth managers, and all associated distribution services for asset managers, platforms and investment technology suppliers.

Aside from financial services qualifications, Dan holds an MBA from Warwick Business School and is a graduate of Durham University. He began his career at IBM before taking up senior distribution roles with The Hartford in the UK and Germany and has worked as a strategy consultant and interim director for leading advisory businesses, asset managers and life companies.

Since joining The SimplyBiz Group in 2013, he has held the position of MD of Verbatim Asset Management and overseen the formation of SimplyBiz Investment Services.

My Sessions
The role of technology in the formation of a robust and compliant advice process
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Presentation Auditorium