Financial Simplicity, a portfolio management technology provider, has announced the appointment of two new members to its team.
Alan Keenleside joins Financial Simplicity as chief technology officer from Bank of America Merrill Lynch.
Mr Keenleside led the Equity Technology team that successfully captured the first trade on the CHI-X exchange and also worked as the architectural lead for Nabtrade.
Financial Simplicity chief executive Stuart Holdsworth said Mr Keenleside is the “perfect fit” for the chief technology officer role.
Ray Kan also joins Financial Simplicity and will look after Australian and New Zealand business development and supporting strategic partnerships.
Mr Kan has more than 14 years of financial services experience, most recently having held a number of senior roles in business development, consulting and portfolio management at Mercer Investments.
“Ray brings with him many years of experience in financial services and portfolio management, excellent industry knowledge and consultative sales experience both here and in global markets,” Mr Holdsworth said.
Commenting on joining Financial Simplicity, Mr Kan said "As the wealth industry continues its transition, shaped by regulatory, consumer, and competitive forces, Financial Simplicity has an exciting future ahead.”
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