Adrian Johnstone
About
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Chief Executive Officer
Chicago, Illinois, United States
Résumé
Jobs
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Chief Executive OfficerPractifiMar 2023 - Current (3 years 5 months)- PresidentPractifiSep 2021 - Mar 2023 (1 year 7 months)
- TChiefThe Fintech AdviserJul 2017 - Dec 2019 (2 years 6 months)
- Chief Commercial OfficerPractifiJul 2013 - Aug 2021 (8 years 2 months)Bringing genuine business management technology to the financial advice industry globally.
- SManaging PartnerSequentialJul 2007 - Jan 2018 (10 years 7 months)
Education
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- ALife & Business, Making the most of every opportunityAlways learningJan 1971 - Current (55 years 7 months)
Projects (professional or personal)
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- SSalesforce.com ROI in insuranceOct 2011 - Nov 2011 (2 months)Solution design advice and a working prototype to create a 60% cost saving opportunity for an Australian insurer.
- SSocial media exploration in wealth managementJun 2011 - Jul 2011 (2 months)Strategic direction on how to exploit social media in an intermediated wealth business.
- CClaims project rescue in group life insuranceBringing traceable ROI to an ailing claims transformation initiative for major Australian life insurer.
- CClaims solution design in life insuranceA leading life insurer breaks from the mould, engaging Sequential to creatively architect leading-edge claims optimisation with cloud computing as its foundation.
- BBusiness InsightsTargeted Business Reviews designed to assist medium sized financial planning practices cope with constantly changing market, regulatory and operating conditions. Develop practical, real time recommendations for practice owners to readily implement in areas such as organisational structure, process efficiency, people capability and business systems.
- SSalesforce.com blueprint for life insuranceStrategic, integrated Salesforce.com architecture and roadmap specifically targeted to the needs of direct and intermediated life insurance business.
- SSalesforce.com billing & financials for SequentialBrought our design and project skills to bear at home, rolling out a billing solution in the cloud for our staff, management and associates.