Both roles report directly into managing director, David Child.
Paul Yates has been appointed propositions director with specific responsibility for ensuring The Exchange remains totally focused on the needs of financial advisers and that its Exweb portal service continues to meet their requirements in the future. Paul joins from Sesame where he was director of sales technology for over two years. Previously he was a project director at CMG for two years and worked for several life companies before that.
Dave Miller has been appointed provider relationship manager with specific responsibility for ensuring The Exchange maintains and strengthens its relationships with all product providers so that financial advisers using its services have access to the widest range of products and services. Dave joins from Assureweb where he was director of transaction delivery. Previously he worked at Misys Financial Systems for 15 years, most latterly as technical development director.
David Child, managing director at The Exchange, comments: “The appointments of Paul and Dave strengthen our senior management team significantly and will help ensure we continue to deliver services that meet the needs of both financial advisers and product providers. They both bring with them a huge amount of industry experience which will be invaluable in ensuring Exweb remains the portal of choice for financial advisers.”
