Brian Peski Email and Phone Number
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Brian Peski personal email
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An accomplished, innovative and passionate leader within the Financial Services industry that strives to help people and organizations achieve success. Over 25 years of digital delivery and leadership experience combined with a technical/digital background. I also have strong knowledge of business operations of the Financial Services industry. Aa strong creative thinker and collaborative communicator. I find the right balance between strategic thinking & planning with strong decision making and have experience coaching large teams
Blueprint Crm Services
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Director Of "Making Crms Right For Advisors"Blueprint Crm Services Dec 2024 - PresentAs the founder of Blueprint CRM Solutions, I’m proud to lead a company dedicated to revolutionizing the way financial advisors interact with their CRM systems. Our mission is to provide tailored, collaborative, and cost-effective CRM solutions that empower advisors to focus on what they do best—serving their clients and growing their practices.At Blueprint CRM Solutions, we’ve partnered with the top CRM providers to ensure that advisors have the right tools at the foundation of their practices. We specialize in: Automated workflows to reduce manual tasks and free up advisors’ time. Seamless email and calendar synchronization to simplify scheduling and communication. Comprehensive reports and dashboards that provide actionable insights to manage practices and deliver top-tier client service. Secure and accurate migration of critical client data into new CRM systems.For too long, advisors have had to conform their business processes to rigid CRM systems that only partially meet their needs. Blueprint CRM Solutions is changing the game by delivering intuitive, customized solutions that work for advisors—not the other way around.I’m passionate about creating CRM experiences that leave advisors excited and confident in their tools, knowing they have the support they need every step of the way. If you’re ready to transform your CRM into a powerful, efficient partner for success, let’s connect!
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Director Digital Experience & DeliveryCanada Life Nov 2021 - Jun 2024Toronto, Ontario, CaLeading a team that supports our advisors and field staff by planning the optimal experience for the delivery of new digital tools that drive productivity. Focusing on effective change management, support structures, training plans and marketing tactics to successfully deliver digital tools in a manner that drives adoption. -
Manager Sales ProductivityCanada Life Jul 2014 - Nov 2021Toronto, Ontario, CaLeading a team that supports our advisors and field staff by planning the optimal experience for the delivery of new digital tools that drive productivity. Focusing on effective change management, support structures, training plans and marketing tactics to successfully deliver digital tools in a manner that drives adoption.
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Senior Program ManagerLondon Life Mar 2012 - Jul 2014CaI led large technical and business teams to deliver digital / technical solutions in support of new client products and tools. I was responsible for managing the delivery of the solutions, communicating and supporting the product vision with team members, delivering on the business case/business value propositions and stakeholder management. -
Director Of Technology And Program ManagementOntario Technology Consulting Group Jan 2006 - Jan 2013Specializing in small to medium sized Financial Services firms, I led teams that helped organizations through the process to identify, define and implement strategic digital solutions to improve productivity.
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ManagerDeloitte Aug 2001 - Nov 2005Worldwide, OoFocused on providing expertise in the strategic transformation of businesses within the Financial Services and Financial Technology sectors. Working with global organizations I led teams who were responsible for strategic planning, process improvements and the delivery and adoption of digital solutions for clients and field roles. -
Senior ConsultantNoblestar Mar 2000 - Sep 2001Reston, Va, UsMicrosoft Development practice Management of multiple custom development projectsDevelopment of new business, hiring and developing our teamVendor relationship management -
FirefighterMontgomery Township Volunteer Fire Company #1 Mar 2000 - Sep 2001I was a volunteer firefighter for the township of Montgomery. My role included firefighting, community events, training and education.
Brian Peski Skills
Brian Peski Education Details
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Carleton UniversityArts Honours
Frequently Asked Questions about Brian Peski
What company does Brian Peski work for?
Brian Peski works for Blueprint Crm Services
What is Brian Peski's role at the current company?
Brian Peski's current role is Revolutionizing the CRM Experience for Financial Advisors | Tailored, Automated, and Compliance-Driven Solutions | Empowering Advisors to Succeed.
What is Brian Peski's email address?
Brian Peski's email address is br****@****ife.com
What is Brian Peski's direct phone number?
Brian Peski's direct phone number is 1-877-566*****
What schools did Brian Peski attend?
Brian Peski attended Carleton University.
What skills is Brian Peski known for?
Brian Peski has skills like Software Project Management, Software Development, Team Leadership, Software Design, Sales Management, International Sales, Management Consulting, Sdlc, Project Management, Vendor Management, Leadership, Program Management.
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