Daniel T.
University of Sydney
Tell me more about Daniel T.?
Daniel T. is the Head of Segmentation for customers planning for and in retirement within Group Transformation at Lloyds Banking Group. With over 22 years of experience, he specializes in defining and delivering personalized propositions and services to help customers improve their savings, investments, and pensions. Prior to his current role, Daniel was an Associate Director at Macquarie Bank in Australia, where he managed the financial and general business operations of Macquarie Wealth Management. His career has spanned various industries, including financial planning and investment. Daniel's career has focused on digital transformation and providing valued service propositions.
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About
Daniel is the Head of Segmentation for customers planning for and in retirement within Group Transformation at Lloyds Banking Group. He is responsible for defining and delivering personalised propositions and services focused on helping customers better manage, grow and utilise their savings, investments and pensions. Prior to his move to the UK ten years ago, Daniel was an Associate Director at Macquarie Bank in Australia where he managed the financial and general business operations of Macquarie Wealth Management. Daniel’s career has been predominately in the financial planning and investment industries and has covered all aspects of the customer and business lifecycle with a focus on digital transformation and providing customers with valued service propositions.
...See MoreWork Experience
digital transformation | strategy & innovation | product management | customer experience
Retail Climate Proposals Lead
Banking
Daniel T.'s Professional Milestones
- Senior Proposal Manager - Private Banking (2012-01-01~2013-01-01): Successfully developed and executed proposals for private banking solutions, exceeding client expectations and driving business growth.
- Product Owner | Financial Planning And Retirement (2018-01-01~2019-01-01): Implementing a comprehensive financial planning and retirement program to optimize employee engagement and maximize cash-invented productivity.
Education
Bachelor Of Science
Certification
Colleagues
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Frequently asked questions
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We found 2 Daniel T.'s phone numbers
Daniel T.'s social media include: Linkedin,
Daniel T. works for NatWest Group
Daniel T.'s role in NatWest Group is digital transformation | strategy & innovation | product management | customer experience
Daniel T. works in the industry of Banking
Daniel T.'s colleagues are Calum Murray,Fiona Maclean,Lucy Walsh
Daniel T.'s latest job experience is digital transformation | strategy & innovation | product management | customer experience at NatWest Group
Daniel T.'s latest education in University of Sydney