Keith is one of our global Advisors. Based in the UK, Keith’s contribution to Phundex includes:
- Input into Funds set up and administration
- Input into Funds Operations
- Input into template pathways
- Functional requirements development
- Funds marketing and testing
Peter has worked in a variety of sectors, including financial institutions, high technology, bio-technology, power distribution, packaging, manufacturing and telecommunications.
Prior to joining Phundex, Peter was the Chief Financial Officer of Tracker, an enterprise risk management software company. Prior to that, Peter was the Chief Financial Officer of Community First, a rapidly growing credit union. Prior to that, Peter held senior finance roles in Citigroup Inc.’s Canadian consumer finance and credit card businesses. Peter spent the early part of his career working in the consulting practices of professional accounting firms. In these roles Peter developed strong competencies in relation to acquisitions, divestitures, financings and business valuations.
Peter has a history of repeated success in collaborating cross functionally in order to achieve mission critical corporate objectives. He has lead teams ranging from 4 people to 40 people across different functions and locations.
He is an outstanding communicator with a proven ability to communicate effectively with people at all levels of the organization.
Peter has a strong commitment to ongoing, life-long learning. He also has a strong commitment to sharing his knowledge with others. Peter holds Canadian Chartered Professional Accountant and Chartered Business Valuator designations.
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