Andrew Besheer

Managing Principal at Besheer & Associates

Moderator

Andrew’s over 35-years of experience has been focused on financial
services, incorporating leadership roles in consulting, financial institution
operations and technology, financial technology providers and
research/advisory. This experience is now focused to help clients navigate
both challenges and opportunities in wealth management and wealth tech.

Andrew offers strategic consulting for wealth managers, wealth technology providers and private equity investors.
Areas of focus include:
• Market research and competitive intelligence.
• Operational and GTM Strategy.
• SME support for Investment Banking/Private Equity.
• Speaking engagements, content creation, client event hosting.