Brad Haag Email and Phone Number

I am a seasoned investment executive with demonstrated expertise in driving strategic growth and fostering impactful partnerships across the financial services industry. With a keen ability to identify market opportunities, I create scalable, innovative platforms that enhance client engagement and generate substantial recurring revenue.I have an exceptional ability to align solutions that resonate with both institutional asset managers and advisors leveraging a collaborative leadership style that focuses on aligning cross-functional teams. My forward-thinking approach drives product development and market expansion, ensuring strategic growth and innovation. I leverage a deep understanding of the financial ecosystem to consistently deliver value through both client-facing initiatives and internal operational improvements.Highlighted qualifications include:* Visionary leader with a track record of launching transformative investment platforms and aligning platform offerings with evolving market demands to deliver measurable value to asset managers, institutional clients, and financial advisors* Pioneered the shift toward recurring revenue models, translating data-driven insights into a profitable subscription-based analytics service and forging strategic partnerships with leading global financial institutions to fuel growth* Highly regarded by asset managers and institutional clients for cultivating trust and expertly managing complex contract negotiations that strengthen relationships, ensure retention, and accelerate platform scalability* Committed to developing and integrating cutting-edge financial solutions that empower advisors with enhanced research tools and drive broader adoption of new investment strategies.* Skilled at navigating the complexities of integrating alternative investments like interval funds into model portfolios, creating a distinct competitive advantage and enhancing market position in a dynamic financial landscapeAreas of Expertise:Contract Negotiations | Regulatory Compliance | Performance Management | Dispersion Analysis | Project Management | Portfolio Growth Strategy | Fintech Product Onboarding | Operational Oversight | Platform Integration | Trend Analysis | Asset Allocation Analysis | Securities & Commodity Trading | Client Engagement Strategies | Product Development | Subscription-Based Revenue Models | Asset Manager Relations | Alternative Investments | Market Expansion