TECHNOLOGY: BEFORE & AFTER TRANSITION

 
  • CEO, Lockwood Advisors

  • CEO, Tower Square Investment Management

  • Founder, Stratym Consulting 

  • Board of Directors, California FinTech Network

Experience

STEVE

Deal-Related Services

  • Product Innovation

  • Product Strategy and Development

  • Operations

  • Marketing 

  • Public Relations

President And CEO

FolioDynamix 

  • Director, Business Development Albridge Solutions, Pershing

  • Director, Product Management for Online Services Offering, Pershing

  • Conversion Account Manager, Correspondent Clearing Services

FEINSTEIN

Deal-Related Services

  • Technology Consulting

  • Client Engagement

  • Digital Strategy

  • Marketing

Director Product Strategy and Client Engagement for Technology Solutions, Pershing

MICHELLE

Experience

 
  • 29 years of financial services industry experience

  • CEO, SA Funds - Investment Trust

  • CEO, Loring Ward

  • SVP, Wachovia, A Wells Fargo Company

  • SVP, Merrill Lynch

BOB

Deal-Related Services

  • Data Feeds 

  • Data Hygiene 

  • Data Visualization 

President and CEO

Discovery Data

HERMANN

Experience

 

DUNLAP

  • Institutional Relationships, SNL Financial

  • Sales and Marketing Ops, Fisher Investments

  • Co-Founder & CEO, Advisor Leap

Experience

JUSTIN

Deal-Related Services

  • Content Marketing

  • A.I.

  • Multi-Channel Marketing

  • Data Collection & Analysis

Co-Founder & CEO

Vestorly 

WISZ

 
  • Founding Correspondent & CEO, AlleyWire

  • Contributor, Forbes

  • CEO & Founder, UnBuyThat

  • Director of Marketing, Shepherd Kaplan

Experience

NEIL

Deal-Related Services

  • Content Marketing

  • A.I.

  • Multi-Channel Marketing

  • Data Collection & Analysis

Chief Growth Officer

Vestorly 

ST.CLAIR

 
  • Columnist, Financial Advisor Magazine

  • Journalist, Financial Planning Magazine

  • President, Global Financial Advisors, Inc.

  • Sr. Technology Editor, Morningstar

Experience

JOEL

BRUCKENSTEIN

Deal-Related Services

  • Technology Consulting 

  • System Design 

  • Process Design 

  • Practice Management 

CEO

T3 Consulting 

 
  • Vice President of M&A, External IT

  • Senior Investment Advisor, Barclays 

  • Fixed Income Credit, Lehman Brothers

  • High Yield Credit, Paine Webber

Experience

SAM

Deal-Related Services

  • Cloud Computing 

  • IT

  • Compliant Technology

  • Technology Scalability

ATTIAS

 

© ECHELON Partners 2017. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

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