Evp, Product Management, Marketing And Business Development
Walnut Creek, Ca, Us
I led a FinTech organization in delivering an automated advice platform and APIs incorporating services utilized by financial advisors and end investors. My responsibilities covered product management, marketing activities, and all enterprise sales initiatives. This role also included the management of key client relationships and the oversight of the design and development of our API platform for Portfolio Rebalancing, self-directed, and Retirement offerings. In August 2020, on behalf of the owner, I led the sale of Advisor Software, Inc. to Refinitiv US. This involved coordinating the Due Diligence activities and overseeing all contractual negotiations.