Paul
CEO - South Africa - iCEO #96939

Experience

Founded and scaled a regulated financial services firm

Major Achievements

Built and led multi‑disciplinary teams (sales, operations, compliance, trading, finance) to deliver 15% sales efficiency improvement and sustained retention gains. Introduced revenue forecasting and HNW portfolio management practices, implemented CRM forecasting that increased revenue by 32% and strengthened investor reporting cadence.

Industry Sector Competencies

Software

Financial Services

Private Equity

Professional Objectives

Function: Director/CEO

Interim Manager: Yes

Permanent Position: No

Operational: Yes

Availability: Full time, part time, coaching on demand

Prefered Locations: Cape Town

Additional Professional Interests

Operational coaching on demand

Non executive director assignments

Countries Covered

Botswana

Lesotho

Namibia

South Africa

Tanzania

Operational Competencies

AI strategy (Professional)

Technologies to market (Professional)

Business development (Expert)

Acquisition and shadow management (Expert)

New product or service launch (Professional)

Geographical expansion (Professional)

Company rescue or turnaround (Professional)

Close down or sell off (Professional)

Pre or post investment audit (Professional)