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Who We Are

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Who We Are 2017-06-16T12:54:10+00:00

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SOLUTION FOCUSED FINANCIAL THINKING

Everest Financial Consulting was established in 2017 by Simon Behan, who has over 20 years experience working within the Fund Services Industry, working most recently as Global Head of Alternative Fund Services Sales with Deutsche Bank, he has also held in senior leadership client facing positions for BNY Mellon, PNC Global and GlobeOp.

Simon has implemented sector strategies across all products and solutions for Institutional Asset Managers and Alternatives specialising in Fund of Funds, Private Equity, Real Estate, UCITS, Hybrid and Direct Lending Funds.

Everest Financial Consulting has a strong track record of building high performing sales and client management teams in multiple regions, setting and recalibrating strategies as businesses change and executing on them.

LOCAL CONSULTANTS. WORLD CLASS RESULTS.

Simon Behan - Everest Financial Consulting

SIMON BEHAN

MANAGING DIRECTOR

A former Global Head of Alternative Fund Services Sales with Deutsche Bank, Simon is the Managing Director of Everest Financial Consulting.

James O'Connor Head of Marketing Everest Financial Consulting

JAMES O’CONNOR

HEAD OF MARKETING

A former Marketing Manager with Kantar Media, James brings a wealth of experience to his role as Head of Marketing for Everest Financial Consulting.

WE’RE RECRUITING
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“Simon’s dedication to clients and business integrity is an asset to any team. He is pro-active, detail oriented and has an extensive knowledge of delivering personalised investment solutions to global clients.”

SCOT RUHLANDER • INSTITUTIONAL SALES • DEUTSCHE BANK