Guy Guyton IV

Experience

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  Community Central

  Sept 2011 - Sept 2012

  Marketing Manager
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  CIGNA

  May 2012 - Aug 2012

  Public Securities and Trading Intern
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  Waddell & Reed

  Sept 2012 - Apr 2013

  Financial Services Intern
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  Morgan Stanley

  Jun 2013 - Sept 2015

  Wealth Management Rotational Analyst

  As a Wealth Management Rotational Analyst at Morgan Stanley, collaborated across functional groups to manage project execution for senior leaders. Monitored and managed project execution through project plans, issues, risks, and action items. Created detailed financial models, analysis, and reporting. Analyzed data, interviewed stakeholders, and built financial models to determine causation, identify potential solutions, and improve operational processes for the Head of Investment Products & Services.While in this role, spearheaded the pilot and launch of a financial data product with sales to 10 of the largest asset managers. Designed and built out 2 pilots for a new product designed to enhance UHNW sales penetration. Increased sales revenue by 15% and sales margin by 22% by modeling and implementing a private banker incentive package. Show less

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  PwC

  Sept 2015 - Jun 2021

  As a Manager at PwC, directs advisory and consulting services for enterprise digital wealth & asset management customers. Leads a cross-functional team of 25 people across six client engagements. Internal responsibilities include leading process improvements, revamping business development strategies, and scaling teams based on project size and requirements. While in this role, co-sourced $10M in revenue, managed a $7M annual client pipeline, and led a team that brought in $1.4M in professional fees. Key client engagements include agile transformations and broker-dealer integrations. 💻 www.pwc.com Show less As a Senior Associate at PwC, supported advisory and consulting services for select digital wealth & asset management clients. Internal responsibilities included conducting in-depth analysis, managed projects, and developed frameworks in support of client engagements.While in this role, completed digital transformations for 6 clients, resulting in $3.2M in revenue for PwC. Key client projects included creating a robo advisor platform, defining new advisor onboarding models, ensuring compliance with Department of Labor requirements, and launching new investment products. Show less

  • Manager, Digital Wealth and Asset Management

    Jul 2018 - Jun 2021

  • Senior Associate, Senior Associate, Digital Wealth & Asset Management

    Sept 2015 - Jun 2018
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  PwC

  Jul 2023 - now

  Director, Wealth & Asset Management