Karl Burrow is the Managing Partner and President of Karllestone Capital, which he founded in 2006. He has a wealth of experience  working in the financial services and financial technology industry for over 20 years.   He is core expertise in Financial Services, Capital Markets, Risk,  Operations and Securities processing, Treasury, Professional Services,  International business,  Business Joint Ventures,  CRM, Asset Managenent/Investment trusts Wealth Mgmt & Private Banking, Technology, Compliance, business engineering, Business  Model , Strategy,  OCM ( Organizational Change Management) and management consultancy in Japan and the Asia Pacific region.

He has extensive experience in Investment Management, CRM, Wealth Management,  Customer Analytics,  Customer Value Management and Marketing Automation for financial services, addressing a broad range of strategy, process, operational and organizational issues in which  he has advised top-level management in a wide range of areas in the segment. He was one of the original advisors  and contributing  authors of several successful CRM information portals during the early years of CRM  inception during the 1990's. He has also helped launch several CRM vendor partnerships for Market-Entry of Marketing Automation based products in Japan.

Karl started his career at  Credit Suisse ( Formerly First Boston Securities) in technology, Capital Markets and analytics. He later enjoyed roles at Lehman Brothers , Bankers Trust,  Toronto Dominion Securities and Axa Insurance and Investment Managers as a Director.

He later joined  Price Waterhouse Coopers as a Sr. Advisory Consultant and Strategist which he focused on CRM, Business engineering,  and Wealth Management for  Banking & Financial Services for Mass Affluent and Securities Processing.

As a Professional Services and Management Consultant he has consulted for  Mizuho Bank, Prudential Insurance,  Aozora Bank,  Schroders Wealth  Investment and Asset Management and later at Credit Suisse Private Banking and with Sungard Services.
 
As for interest he is currently contributing commentary and ideas on a new book on Business Model Generation  and Innovation which has  released in September 2009 by several authors in addition to contributing to numerous services concerning financial services,  technology, and strategy in the  Japan and Asian Markets.

A native of Virginia, Karl is a graduate from University of Maryland College Park.  He has a CFA(Chartered Financial Analyst)  level 1 and 2 from the Chartered Financial Institute, and a register Independent Wealth Advisor. He also is a  member and holds a certificate from the PMI (Project Management Institute), and Prince 2 Project Management certified.

He has also attended Purdue University for CRM  Analytics, Marketing Automation and knowledge and processes and a Executive Management Education Certificate.