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@privatewealthsystems.com
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10 phones found area 617, 978, 508, 781, and 980
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LinkedIn matched
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Craig Pearson, Cfa is listed as CEO, Private Wealth Systems at Private Wealth Systems, Inc., based in Charlotte Metro, United States, United States. AeroLeads shows a work email signal at privatewealthsystems.com, phone signal with area code 617, 978, 508, 781, 980, and a matched LinkedIn profile for Craig Pearson, Cfa.
Craig Pearson, Cfa previously worked as Chief Executive Officer at Private Wealth Systems, Inc. and President at Wealthtouch, Inc.. Craig Pearson, Cfa holds Masters In Finance, Finance from Bentley University - Mccallum Graduate School Of Business.
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Craig Pearson is the CEO of Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth Systems has been named a FinTech Top 20 Company by American Banker, and Top FinTech Innovator by CIO Review. Prior to co-founding Private Wealth Systems Craig was president of WealthTouch, the largest and fastest growing provider of consolidated investment reporting to over 275 family offices and 5 of the top global private banks across 5 continents. At WealthTouch Craig was responsible for building, managing, and selling the company to generate a 4.5x return on capital for investors. Craig has over 20 years of experience in financial technology, with a focus on institutional and self-directed portfolio management, trade order management, pre-trade and post trade compliance, and investment reporting. Craig is a Chartered Financial Analyst (CFA), and holds a masters degree in finance. #wealthtech #fintech
Listed skills include Strategy, Financial Services, Portfolio Management, Start Ups, and 46 others.
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Mooresville, NC, US
Private Wealth Systems is the industry-defining global financial technology company that is revolutionizing the way private wealth is managed. Founded by pioneers of the consolidated investment reporting industry, Private Wealth Systems provides a total wealth dashboard with transaction-level-transparency so ultra high net worth investors and their.
Denver, CO, US
Over the 14-month period as president of WealthTouch, Craig restructured, recapitalized, and sold WealthTouch to form the largest provider of portfolio accounting services to single family offices. Under Craig Pearson's leadership WealthTouch has become the largest and fastest growing provider of multi-asset, multi-custodial consolidated wealth reporting.
Burlington, MA, US
Charles River is the market leader in trade order management, compliance, and portfolio management software solutions for the global investment management industry.
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Craig Pearson, Cfa works for Private Wealth Systems, Inc..
Craig Pearson, Cfa is listed as CEO, Private Wealth Systems at Private Wealth Systems, Inc..
AeroLeads has found 1 work email signal at @privatewealthsystems.com for Craig Pearson, Cfa at Private Wealth Systems, Inc..
AeroLeads has found 10 phone signal(s) with area code 617, 978, 508, 781, 980 for Craig Pearson, Cfa at Private Wealth Systems, Inc..
Craig Pearson, Cfa is based in Charlotte Metro, United States, United States while working with Private Wealth Systems, Inc..
Craig Pearson, Cfa has worked for Private Wealth Systems, Inc., Wealthtouch, Inc., Charles River Development, Scivantage, Inc., and Thomson Reuters.
You can use AeroLeads to view verified contact signals for Craig Pearson, Cfa at Private Wealth Systems, Inc., including work email, phone, and LinkedIn data when available.
Craig Pearson, Cfa holds Masters In Finance, Finance from Bentley University - Mccallum Graduate School Of Business.
Craig Pearson, Cfa is listed with skills including Strategy, Financial Services, Portfolio Management, Start Ups, Management, Investments, Asset Management, and Saas.
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