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Nathan Berk Email & Phone Number
Board Member, Chief Technology Officer and Co-Founder
at
Fispoke™
2 work emails found
@hanloninvest.com
8 phones found area 609 and 770
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Board Member, Chief Technology Officer and Co-Founder
Location
Greater Philadelphia, United States, United States
Company size
Who is Nathan Berk? Overview
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Quick answer
Nathan Berk is listed as Board Member, Chief Technology Officer and Co-Founder at Fispoke™, a company with 10 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at hanloninvest.com, phone signal with area code 609, 770, and a matched LinkedIn profile for Nathan Berk.
Nathan Berk previously worked as Chief Technology Officer and Co-Founder at Fispoke™ and Chief Technology Officer at Lincoln Investment. Nathan Berk holds Mba, Finance from Rutgers University - Camden.
Company email context
Email format at Fispoke™
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{first_initial}{last}@hanloninvest.com
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AeroLeads found 2 current-domain work email signals for Nathan Berk. Compare company email patterns before reaching out.
Profile bio
About Nathan Berk
I am a results-driven technology executive with over 20 years of industry experience that includes C-suite and General Manager roles in fintech product, financial services, and high-growth tech consulting organizations. Most recently I served as CTO for Lincoln Investment, which I joined via acquisition after their purchase of Hanlon Investment Management's SaaS platform. My work at Lincoln included a digital transformation (cloud, AI, DevOps) and delivery of several internal solutions.During my decade at Hanlon I was CEO of an acquisition that was later rolled into Hanlon, and I transitioned to CIO of the combined entity.My background includes success in developing innovative and effective strategies, managing full P&L, leading M&A activity, building healthy technology organizations with a thriving culture, and consistently reaching multi-million dollar revenues and profit growth.In addition to my experience, I earned an MBA from Rutgers, my BS in Engineering from Drexel, and recently became certified as a SAFe Practitioner. I also serve as a CISM Advisory Board Member for Atlantic Cape Community College.
Listed skills include Strategy, Saas, Management, Crm, and 24 others.
Current workplace
Nathan Berk's current company
Company context helps verify the profile and gives searchers a useful next step.
Fispoke™
8 roles
Nathan Berk work experience
A career timeline built from the work history available for this profile.
Chief Technology Officer And Co-Founder
CurrentFiSpoke is at the forefront of WealthTech innovation, offering a bespoke Wealth Management Lending and Banking platform designed expressly for Independent Advisors. As a Co-Founder and Chief Technology Officer, my mandate encompasses the architectural design and progression of our wealth management banking platform, ensuring strict adherence to our.
Aug 2023 - Present
Chief Technology Officer
Lincoln Investment is a broker-dealer supporting >1k financial advisors nationwide representing >$50 B in assets. I joined Lincoln as Head of Advisory Software when they acquired the SaaS platform of Hanlon Investment Management in 2020, and became CTO in 2021.Our initial work focused on rolling out the acquired SaaS to Lincoln's internal advisors. As CTO.
Sep 2020 - Jun 2023
Chief Information & Platform Officer
Hanlon provides innovative asset management, services, and fintech product solutions. In this role I held full P&L responsibility for a 75+ member organization with eight divisions and a $12M budget.While in this role I developed the product concept and led delivery for Hanlon Wealth Platform (HWP), a SaaS for financial advisors that features a CRM.
Mar 2010 - Sep 2020
Chief Executive Officer
Interactive Advisory Software
Founded in 2001, Interactive Advisory Software (IAS) provided the only fully integrated, web-based SaaS as a comprehensive wealth management solution for financial representatives, RIAs and Broker/Dealers. The solution combined daily download, consolidation and reconciliation of client accounts from thousands of sources with portfolio accounting, extensive.
Aug 2012 - Jan 2017
General Manager And Vice President Of Sales And Marketing
Omicron Consulting
Omicron Consulting was an IT consulting firm focused on Microsoft technology. In this role I was tasked with rebuilding the company from the ground-up after an acquisition that resulted in the loss of all staff and supporting infrastructure. I partnered with the CEO to develop and execute launch and growth plans, and led hire and training of 45 new team.
Jan 2008 - Oct 2009
Director Of Microsoft Consulting Practice
Omicron Consulting
I was promoted to re-engineer and develop the pivot strategy as Omicron transitioned from a generalist technology consulting practice to a focus on Microsoft services, and we grew annual revenue from $1M to $7M+. In this role I built a packaged service to enable Microsoft platform adoption, with the service accounting for $3M in new revenues. Omicron.
Jun 2000 - Dec 2007
Product Manager
Omicron Consulting
As a product manager I led delivery of five new products that generated $5.5M in revenue.
Jun 1998 - May 2000
2 education records
Nathan Berk education
Mba, Finance
Rutgers University - Camden
Bs, Electrical Engineering
Drexel University
FAQ
Frequently asked questions about Nathan Berk
Quick answers generated from the profile data available on this page.
What company does Nathan Berk work for?
Nathan Berk works for Fispoke™.
What is Nathan Berk's role at Fispoke™?
Nathan Berk is listed as Board Member, Chief Technology Officer and Co-Founder at Fispoke™.
What is Nathan Berk's email address?
AeroLeads has found 2 work email signals at @hanloninvest.com for Nathan Berk at Fispoke™.
What is Nathan Berk's phone number?
AeroLeads has found 8 phone signal(s) with area code 609, 770 for Nathan Berk at Fispoke™.
Where is Nathan Berk based?
Nathan Berk is based in Greater Philadelphia, United States, United States while working with Fispoke™.
What companies has Nathan Berk worked for?
Nathan Berk has worked for Fispoke™, Lincoln Investment, Hanlon Investment Management, Inc., Interactive Advisory Software, and Omicron Consulting.
How can I contact Nathan Berk?
You can use AeroLeads to view verified contact signals for Nathan Berk at Fispoke™, including work email, phone, and LinkedIn data when available.
What schools did Nathan Berk attend?
Nathan Berk holds Mba, Finance from Rutgers University - Camden.
What skills is Nathan Berk known for?
Nathan Berk is listed with skills including Strategy, Saas, Management, Crm, Strategic Planning, Business Analysis, Enterprise Software, and Leadership.
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