Most organizations have plenty of data spread around. It lives in multiple systems, spreadsheets, electronic documents, email, and in people's heads. What they need is a way to capture and transform all that data it into actionable intelligence. On a secure platform tailored to their needs, that's easy to use, scales with their growth, and has accurate data that can be relied on. A company’s performance depends on effective processes, accurate data and the right technology. The dynamic landscape of business today demands a partner that can harness the creativity in your business. At Saasinct we're driven by a commitment to customer success, strategic innovation, and giving back. We use the power of the Salesforce to solve difficult business problems, put you in control of data, and make your organization more effective.

Folio Investing provides a powerful platform for diversified investing and portfolio management, with significant customization, tax and cost management benefits. We enable you to combine the benefits of mutual fund investing and the benefits of owning individual stocks, with no minimums.Folio Investing is offered by FOLIOfn Investments, Inc., a self clearing broker dealer launched in 1999 to help individual investors achieve financial success.

Developed and implemented global strategy for SunGard Wealth Management’s solutions. Performed strategic planning, market analysis, budgeting, product design, development, and launch. Chaired division-level work groups to establish corporate best practices in the areas of mobile technology, pricing, and market strategy. Established and executed international product strategy.Notable contributions include the planning, design, and development of the first tablet-based collaborative tool for advisor meetings in the financial services industry, nominated for the Technology Innovation Award by FTF Magazine’s Most Innovative Mobile Technology Application in 2011. Responsible for driving international product initiatives delivering Wealth Management’s products in Europe, China, and Asia Pacific to financial advisory, banking, and benefits administration clients, and leading the acquisitions of numerous software companies.

Responsible for key aspects of directing and building the business, including sales and marketing, strategic planning, business development, relationship and project management. Identify partners and acquisition candidates, lead due diligence, acquisition, and integration of domestic and international software companies.