Brad Prodger Email & Phone Number

Responsibilities include working with custodians and service providers as distributors of compliance software and consulting services. Create win win strategies on empowering distributors and their end clients on supporting a culture of compliance.

Sunnyvale, Ca

Dedicated to the development and execution of Unified Wealth Platform strategies for Fiserv Investment Services. To enable Fiserv's competitive advantage in delivering front office planning tools with core capabilities in managed account trading and portfolio management through APL. Responsible for addressing market demands in comprehensive, workflow enabled tools that drive out inefficiencies in the advisor work environment and reduce cost and time to market.Fiserv Investment… Show more Dedicated to the development and execution of Unified Wealth Platform strategies for Fiserv Investment Services. To enable Fiserv's competitive advantage in delivering front office planning tools with core capabilities in managed account trading and portfolio management through APL. Responsible for addressing market demands in comprehensive, workflow enabled tools that drive out inefficiencies in the advisor work environment and reduce cost and time to market.Fiserv Investment Services embraces an open architected cloud based services approach, integrating Fiserv components in combination with best of breed partner and enterprise solutions. Show less

San Francisco

Managed partner strategy with financial planning, document management and held away account software vendors. Engaged partners on CRM platform integration and incorporated functionality into advisor defined workflows. Structured partner to partner agreements, joint end user licensing agreements and structured SLA's for combined offerings. Managed the Microsoft partnership, actively participated in the Dynamics CRM Partner Advisor Council, spoke at the Dynamics Convergence Conferences… Show more Managed partner strategy with financial planning, document management and held away account software vendors. Engaged partners on CRM platform integration and incorporated functionality into advisor defined workflows. Structured partner to partner agreements, joint end user licensing agreements and structured SLA's for combined offerings. Managed the Microsoft partnership, actively participated in the Dynamics CRM Partner Advisor Council, spoke at the Dynamics Convergence Conferences and led Pareto to earn Global Cloud Partner of the Year finalist, for two consecutive years. Drove partnerships with top US Custodians, incorporated integrated position and transaction data and tied to Pareto software workflows. Show less

Global

Created platform from ground up, leveraging MSFT technologies for advisor UI experience with ISV partner functional integration and workflows. Overall responsibilities for global sales, marketing, product development and partner distribution strategies. Became largest business within Global EPG Financial Services division. The Advisor Platform encapsulates front office functionality for professionals serving retail and institutional markets spanning banking, capital markets and insurance.… Show more Created platform from ground up, leveraging MSFT technologies for advisor UI experience with ISV partner functional integration and workflows. Overall responsibilities for global sales, marketing, product development and partner distribution strategies. Became largest business within Global EPG Financial Services division. The Advisor Platform encapsulates front office functionality for professionals serving retail and institutional markets spanning banking, capital markets and insurance. Responsible for overall revenue and opportunity growth metrics in all major geographies. Directly responsible for sales asset creation, field training, analyst and press management, partner strategies and distribution channel alignments. Show less

Responsible for wealth management software sales into national and global broker dealers, custodians serving RIA's and banks headquartered in the US. Proposed solutions including CRM integration, client hierarchy utility, investor profile, analytics, financial planning, investment selection, IPS & proposal generation, alerts and portfolio rebalancing.

San Francisco Bay Area

Responsible for the development of enterprise partnerships with strategic custodians and global broker dealers. Closed 3 of the 5 largest US wirehouses and created platform connectivity with many custodians and banks. Responsible for back and middle office data integration to Advent’s managed data network (ACD -Positions, Holdings, Transactions - Tax Lot level), wealth management services (ATN, AOS, AWS), trade order integration (Moxy) and custodian trade notifications (block detail, acctg… Show more Responsible for the development of enterprise partnerships with strategic custodians and global broker dealers. Closed 3 of the 5 largest US wirehouses and created platform connectivity with many custodians and banks. Responsible for back and middle office data integration to Advent’s managed data network (ACD -Positions, Holdings, Transactions - Tax Lot level), wealth management services (ATN, AOS, AWS), trade order integration (Moxy) and custodian trade notifications (block detail, acctg method). Expertise in back and middle office data, counteparty communications/messaging and process workflows. Show less