Mohamed Khalil

Finovate 2013 Best of Show Winner. Developing a customer experience that leverages mobile as the primary tool for providing financial insights and promoting behavioral change. • MoneyPath a...

Provide strategic and tactical advice to the Founder and CEO of a health monitoring service focused on providing mobile/cloud based solutions for chronic health management. Developed the bu...

www.bundle.com Finovate 2010 Best of Show Winner. CFO and product strategist for a peer based personal finance start-up initially funded by Citigroup, Microsoft, and Morningstar and later pu...

Developed a mass market investment advisory offering ("myFi") based on a remote and online delivery model. • Articulated a detailed product philosophy centered around providing low cost, unb...

Assigned as a special assistant to the head of strategy at TD Ameritrade Institutional to define a strategy to accelerate growth in the Registered Investment Adviser (RIA) market. • Develope...

Developed a consumer banking strategy, product offerings and pricing to address the younger generation of Merrill clientele. • Formulated the strategic road-map for a de novo entry with a ...

Financial services commercial and consumer product, pricing, marketing and operations strategist. Led teams of 3 to 7 consultants in identifying, developing and implementing new business o...

Collaborated as part of a 5 person team to develop the strategic vision and detailed tactics for a Top 3 Singaporean bank. Also led an effort to develop a SME Business Strategy for a Top 3...