John Prendergast Email and Phone Number
John Prendergast work email
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John Prendergast personal email
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John Prendergast phone numbers
I love to help financial advisors who love their clients and put them first. But there's more to it.The longer story ...When I was little I wanted to know everything.Literally.→ And I'm further away now than I was then.→ I called it knowing the mind of god.→ What can I say, I was a weird kid.I knew it wasn't possible but I did everything and anything to learn.→ Was an engineering student who took dance classes.→ Worked as a financial advisor and owned restaurants.→ Completed $billions in transactions as an Investment Banker.And I built 5 startups.→ All that learning and diverse experience taught me→ Communication and engaging others → Is at the heart of everything.Especially financial advice. Then 2008 hit and I put it all together to help financial advisors.My company is called Blueleaf Wealth.Since then:→ Worked with 1,000s of advisors→ Supported 100,000s of their clients→ Deliver 1,000,000s of messages to clients→ Created 10,000,000s of client engagements for advisory firms→ We took communication and engagement → And built it as the foundation of our → Wealth management platform.Reporting | BillingRebalancing | Practice ManagementAnd the most engaging client experience availableAll of it helps wealth managers automate and communicate.If I can help you ...WORK WITH MY COMPANY ↓Visit our website: www.blueleaf.comor drop me a DM
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Ceo, Co-Founder And Chief Product OfficerBlueleaf WealthSudbury, Ma, Us
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Ceo, Co-Founder & Chief Product OfficerBlueleaf Wealth Aug 2012 - PresentBoston, Massachusetts, UsBuilt an all-in-one wealth management platform with best-in-class client and advisor experience. In addition to leading the organization overall, built a world-class research-driven product and product marketing organization focused on uncovering innovative ways to help financial advisors communicate with and serve clients automatically. -
HostThe Augmented Advisor Sep 2021 - Present -
Board MemberChanneliq Sep 2014 - Jun 2016Chicago, Illinois, UsAdvised founder and board of this online retail intelligence, channel management and brand protection solution provider to manufacturers and retailers. Focused on coaching the CEO around product strategy and building exit valuation.Acquired by: Market Track -
AdvisorImpulsesave Aug 2011 - Jan 2014Cambridge, Ma, UsAdvised founders of this free banking platform that enables people to save from their mobile phones on ecommerce sites such as Amazon on product strategy and financial technology development.Acquired by: Betterment -
AdvisorWiredtiger Jul 2010 - Jan 2014Advised founder of this high-performance, scalable, NoSQL, Open Source extensible platform for data management on partnership & product strategy and building value for exit.Acquired by: MongoDB
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OrganizerLean Startup Circle Boston Sep 2009 - Sep 2013Working to bring science to the art of the start. Helping to share and coach on methodologies to create products and companies that more reliably get to product market fit and satisfy a real need in the market place.
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AdvisorPerkstreet Financial 2011 - Jun 2013UsAdvisor the founders of one of the first Neobanks in building its banking platform that provides cash back opportunities and offers for spending on users’ debit cards. -
AdvisorBison Alternatives Jan 2012 - Jan 2013Norwalk, Connecticut , Us -
Founder And CeoValue Media, Inc. Mar 2009 - Aug 2012Holding company formed to explore solving problems in wealth management.
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Board MemberOneforty Dec 2009 - Aug 2011Cambridge, Ma, UsAdvised founder and board of the original social business hub and app store for (X)Twitter on product strategy, organizational development and organizational leadership.Acquired by: Hubspot -
PartnerKarmana Consulting Dec 2008 - Oct 2010Provides operational and development consulting to non-profits as well as strategic and corporate development consulting services to public and leading private software companies.
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Led Infrastructure And Technical Software BankingJefferies & Company Jan 2005 - Dec 2008New York City, New York, UsRepresented JBoss in its acquisition by Red Hat, Sleepycat in its acquisition by Oracle, and Neon in its acquisition by Progress. Focus on Infrastructure software and Open Source. Created and maintain the firm's thought piece on open source. -
M&A Banking And ValuationHoulihan Lokey Howard & Zukin 2003 - 2005
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Led Product ManagementAuthentify Mar 2001 - May 2002Led product management and product marketing function for this hosted security provider.
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Led Product MarketingVeritel Mar 2000 - Mar 2001Built and led product marketing function for this speaker verification platform.
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Vp Customer ExperienceIflourish.Com 1999 - 2000
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Business ConsultantDunkin' Brands 1997 - 1999Canton, Ma, Us -
Various Entrepreneurial And General ManagementVarious May 1991 - Jan 1997Various roles as Boston Chicken Franchisee, financial advisor, and software product manager.
John Prendergast Skills
John Prendergast Education Details
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Northwestern University - Kellogg School Of ManagementAnd Marketing -
Boston CollegeEconomics And Computer Science
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University Of Massachusetts Amherst
Frequently Asked Questions about John Prendergast
What company does John Prendergast work for?
John Prendergast works for Blueleaf Wealth
What is John Prendergast's role at the current company?
John Prendergast's current role is CEO, Co-Founder and Chief Product Officer.
What is John Prendergast's email address?
John Prendergast's email address is jo****@****eaf.com
What is John Prendergast's direct phone number?
John Prendergast's direct phone number is +161772*****
What schools did John Prendergast attend?
John Prendergast attended Northwestern University - Kellogg School Of Management, Boston College, University Of Massachusetts Amherst.
What are some of John Prendergast's interests?
John Prendergast has interest in Financial Exchanges, Personal Finance, Finance, Restaurants, Food And Beverages, Financial Services, Finance Technology.
What skills is John Prendergast known for?
John Prendergast has skills like Entrepreneurship, Start Ups, Strategy, Product Management, Mergers And Acquisitions, Product Marketing, Strategic Partnerships, New Business Development, Investments, Marketing, Corporate Development, Valuation.
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