Chief Product Officer
Current
Mar 2022 - Present
AeroLeads people directory · profile
Brian Marchiel, Cfp® Email & Phone Number
Chief Product Officer at MyVest
at
MyVest
1 work email found
@bluepumpkin.com
6 phones found area 415
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Product Officer at MyVest
Location
San Francisco, California, United States
Who is Brian Marchiel, Cfp®? Overview
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Quick answer
Brian Marchiel, Cfp® is listed as Chief Product Officer at MyVest at MyVest, based in San Francisco, California, United States. AeroLeads shows a work email signal at bluepumpkin.com, phone signal with area code 415, and a matched LinkedIn profile for Brian Marchiel, Cfp®.
Brian Marchiel, Cfp® previously worked as Chief Product Officer at Myvest and Vice President of Product Management at Myvest. Brian Marchiel, Cfp® holds Bse, Biomedical Engineering from Duke University.
Company email context
Email format at MyVest
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*@bluepumpkin.com
68% confidence
AeroLeads found 1 current-domain work email signal for Brian Marchiel, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Brian Marchiel, Cfp®
Over 20 years of technology experience combined with in depth knowledge of the wealth management space. Expert in defining product vision, prioritizing roadmap and shepherding projects from concept through launch. Solid understanding of the software development lifecycle and best practices with regard to specification creation and quality assurance methodologies. Track record of executing on delivery of new product lines and enhancements to existing products.Experience designing order generation algorithms and trade management systems that support a range of security types including equities, ETFs, mutual funds, Treasuries, TIPS, corporate bonds, municipal bonds and factored securities included mortgaged back securities.Areas of focus include:▪ Product Vision and Roadmap▪ Competitive Analysis▪ Specification Creation▪ Software Development Life Cycle▪ Risk Management/Mitigation ▪ UMA/UMH▪ Asset Location▪ Tax Management▪ Household Level Reporting▪ Portfolio Management Tools▪ Modeling Tools▪ Order Management Systems▪ FIXML▪ Billing▪ User Experience
Listed skills include Product Management, Enterprise Software, Strategy, Start Ups, and 32 others.
Current workplace
Brian Marchiel, Cfp®'s current company
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8 roles · 28 years
Brian Marchiel, Cfp® work experience
A career timeline built from the work history available for this profile.
Vice President Of Product Management
- Manage a sophisticated enterprise software platform that allows financial advisors to provide personalized portfolio management at scale. Develop the vision for the product, set priorities for the engineering team and.
- Responsible for strategic direction of MyVest’s software offering including all product development from initial conception to deployment
- Creation of enterprise platform offering solutions for all wealth segments from a robo advisor offering through fully customizable portfolio creation and management.
- Managed implementation of new SDLC process resulting in improved planning, greater accuracy on development estimates, reduction in defects and improved time to market
- Designed a conversion process using web services that reduced customer conversion time from months down to a single weekend
- Managed customer conversions, adding tens of thousands of accounts and several billion dollars in assets to our platform
Sep 2010 - Mar 2022
Vice President
- Designed web-based software system to automatically assess fixed income instruments, generate trade orders for brokers, insure adherence to compliance rules and track holdings for clients
- Managed product development from initial conception to deployment
- Development process managed in a Scrum environment
- SaaS model with service oriented architecture
- Member of strategy committee focused on market opportunity and resource allocation
- Wrote all product requirement documents for engineering team based on business needs
Nov 2009 - Sep 2010
Associate
- Represented clients in a variety of transactions including mergers, acquisitions, IPOs, follow-ons, hostile takeover defenses, private placements, fairness opinions and leveraged buy outs
- Leveraged my experience in the technology sector to assist clients in positioning their companies in sell-side marketing documents, prospectuses and road show presentations
- Advised clients on potential acquisition targets including integration of target company technology, fit with client roadmap, cultural fit and cost analysis to build similar technology
- Routinely performed advanced financial analysis including merger consequences, valuation analysis, accretion-dilution and LBO models
- Managed all aspects of transactions including strategic analysis, financial modeling, due diligence, drafting of SEC documents and supervising deal team
- Supervised all of the analysts in technology investment banking
Sep 2007 - May 2009
Associate
Investment banking specializing in M&A and private placement in the technology sector.
Dec 2005 - Aug 2007
Senior Project Manager
Managed the majority of active customer implementations; created project plans, hardware architecture design, model design documents and test plansManaged team of Application Consultants, Trainers, Installers, and Tech SupportDeveloped service offerings and associated pricing for Blue Pumpkin products, professional services, and custom.
Oct 2000 - Jun 2005
Volunteer
1998 - 2000
~2 yrs
Experiment Project Engineer
Performed project engineering functions for NASA biomedical hardware including market surveys, proposal writing, development of project schedules and budget, hardware design, testing, fabrication, and delivery within an ISO9001 environmentProject manager of numerous experiments in varying stages of developmentTrained payload and orbiter astronaut crew.
Mar 1996 - Nov 1998
3 education records
Brian Marchiel, Cfp® education
Bse, Biomedical Engineering
Duke University
Mba, Finance, General
University Of California, Berkeley, Haas School Of Business
Certified Financial Planner
Boston University
FAQ
Frequently asked questions about Brian Marchiel, Cfp®
Quick answers generated from the profile data available on this page.
What company does Brian Marchiel, Cfp® work for?
Brian Marchiel, Cfp® works for MyVest.
What is Brian Marchiel, Cfp®'s role at MyVest?
Brian Marchiel, Cfp® is listed as Chief Product Officer at MyVest at MyVest.
What is Brian Marchiel, Cfp®'s email address?
AeroLeads has found 1 work email signal at @bluepumpkin.com for Brian Marchiel, Cfp® at MyVest.
What is Brian Marchiel, Cfp®'s phone number?
AeroLeads has found 6 phone signal(s) with area code 415 for Brian Marchiel, Cfp® at MyVest.
Where is Brian Marchiel, Cfp® based?
Brian Marchiel, Cfp® is based in San Francisco, California, United States while working with MyVest.
What companies has Brian Marchiel, Cfp® worked for?
Brian Marchiel, Cfp® has worked for Myvest, Structural Investment Management, Cowen And Company, Llc, Svb Alliant, and Blue Pumpkin Software.
How can I contact Brian Marchiel, Cfp®?
You can use AeroLeads to view verified contact signals for Brian Marchiel, Cfp® at MyVest, including work email, phone, and LinkedIn data when available.
What schools did Brian Marchiel, Cfp® attend?
Brian Marchiel, Cfp® holds Bse, Biomedical Engineering from Duke University.
What skills is Brian Marchiel, Cfp® known for?
Brian Marchiel, Cfp® is listed with skills including Product Management, Enterprise Software, Strategy, Start Ups, Mergers And Acquisitions, Saas, Business Strategy, and Strategic Planning.
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