Rance Masheck

Rance Masheck Email and Phone Number

CEO Co-Founder at iVest Plus and FA today, Inc. @ FA today, Inc.
new york, new york, united states
Rance Masheck's Location
Emeryville, California, United States, United States
Rance Masheck's Contact Details

Rance Masheck personal email

n/a
About Rance Masheck

Rance Masheck is a CEO Co-Founder at iVest Plus and FA today, Inc. at FA today, Inc.. He possess expertise in executive decision making, new product development, process re engineering, organizational effectiveness, technology innovation and 21 more skills.

Rance Masheck's Current Company Details
FA today, Inc.

Fa Today, Inc.

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CEO Co-Founder at iVest Plus and FA today, Inc.
new york, new york, united states
Employees:
8
Rance Masheck Work Experience Details
  • Ivest Plus, Inc.
    President
    Ivest Plus, Inc. May 2013 - Present
    About iVest Plus, Inc.iVest+ is a different kind of trading platform. This highly visual, easy to understand, web based platform is designed to simplify the markets. This makes it easier for newer trading to learn and for experienced traders faster to analyze todays markets. With proprietary scoring, heat maps, options strategies and performance channels, iVest+ lives up to its slogan Simple Solution to a Complex Market.iVest+ was also designed for integration into distribution channels like education, news letters, etc. We provide not only white labeling of the platform, but also customized behavior like scans and strategy defaults that match the reseller or distributor teaching and methods.
  • Fa Today, Inc.
    Ceo Co-Founder
    Fa Today, Inc. Apr 2013 - Present
    New Your, Ny
    About FA todayFA today was founded by a team of senior executives with extensive experience in Wealth Management, Technology, Online Media, and Platform design to unify Independent Financial Advisors (“IFAs”) within a private, exclusive community. By design, FA today’s community-based environment empowers IFAs with economies of scale giving them access to premium content, learning resources, and tools that were previously only available to enterprise-level firms.I am proud to be apart of an excellent, powerful team focused on being both a resource and and advocate for the Independent Financial Advisors.
  • Investage, Inc.
    President, Founder
    Investage, Inc. Jun 2009 - Present
    Investage is an incubator with a primary focus on FinTech start-ups.
  • Td Ameritrade
    Director Of Trade Architect
    Td Ameritrade Jul 2010 - Dec 2011
    Trade Architect is a highly visual and intuitive trading platform that is available to all TD Ameritrade clients from beginning stock investor to advanced option traders. It is quoted by CEO as the most successful launch of trading platform in TD Ameritrade’s history.New Product Development As the business owner for Trade Architect, I directed the complete development cycle from inception, through development, to market implementation. This includes strategic decisions such as technology infrastructure, marketing strategies, existing platforms consolidation and overall vision. I also leaded tactical execution in user interaction, features, education integration and rollout strategies.Effective Communication With effective communication skill, I delivered overall vision effectively throughout the company from the CEO level, to related departments and associates as well as high-profile branches and clients. Also worked with ad agency to develop effective marketing campaign.Process Re-EngineeringI introduced a new agile project management approach to TD Ameritrade that both delivered a product that exceed all previous internal projects and at the same time expanded the capability of the team members. This has became the most successful and highest visible launch of a TD trading platform Derive Competitive AdvantageI was fully versed in the competitive landscape and understand the pulse of the industry in order to deliver product and campaign of this new business line apart from the competition. This include develop various industry first interaction and features. Some feature set developed are in the patent process.
  • Td Ameritrade
    Director Of Brokerage Integration
    Td Ameritrade Jul 2009 - Dec 2011
    As part of the TD Ameritrade 600M acquisition of Think or Swim, I was in charge of overseeing the integration of the retail brokerage segment due to my comprehensive integral knowledge of business and technology.Executive Decision MakingFrom technology integration, client migration, strategic alignment, and cultural cohesion, I directed various decisions while maintaining the overall vision. These included back-office, middleware and front-end projects such as margin engine alignments, account conversion, platform integrations, and clearing designations.Team integrationIdentifying best practices, unique assets and various corporate culture from both side, I was able to not only overseeing over 100 integration projects, but also able to cohesively embrace these assets into the core team.
  • Td Ameritrade
    Director Of Options
    Td Ameritrade May 2008 - Dec 2011
    As a Director of Options my responsibilities included all aspects of options business initiatives. My contributions included product expertise, marketing sensibilities, technology understanding, and ability to communicate. Technology Innovation I was the key driver in overall core technology update to implement multilayered options trading with a new margin engine and order management. In addition, I also lead and complete a java based options 360 trading platform for specialized option traders. New Business Development I was overseeing options related marketing campaigns, expanding product offerings and participated in the product committee. In addition I also expanded options trading capability to multiple retail interfaces as well as to our institutional platform.Cultivate Adoption in Clients In order to expand existing client base to options, I lead and produced the option education center for TDA clients and developed various existing clients adoption campaigns. As a result, TDA option trading from 18% to 30% trading revenue which is 25% of all US retail option volume.
  • Opus (Options Positioning And Utilization Systems)
    President, Founder
    Opus (Options Positioning And Utilization Systems) Jan 2000 - Jul 2007
    I founded a company and successfully implemented subscription based modular Java stock and option trading and research platform. The main design features include Real-time streaming quote distribution, Advanced P/L modeling with volatility studies, fundamental, earning analysis, and analytical database and screeners.Acquired by TD Ameritrade in 2007 • Provide flexible and modular streaming stock and option platform with advanced analytics • Enable white labeled third-party business model and infrastructure • Developed multiple brokers connectivity for direct trade execution
  • Tigrent Inc.
    Vice President Stock Division
    Tigrent Inc. Oct 2003 - Dec 2006
    Tigrent, Inc. provides postsecondary education for investment strategies. As VP of stock division, my roles included managing and developing business models, marketing plans, operations, training events, sales process and sales training.Vision Leadership & Result • Managed over 140 staff at Utah and Florida• Implemented eLearning delivery throughout the company• Developed additional product lines for market segments• Increased the division annual revenue from 58M to 140M in 18 months
  • Quantum Vision, Inc
    President / Founder
    Quantum Vision, Inc Jan 1998 - Jan 2003
    Quantum Vision provided trading education focused on stock and options investing. As president and founder, I was responsible in developing marketing strategies, business alliances, internal trainings and developed new product lines. Alliance PartnershipWorked with floor trading firms, brokerage firms as well as the Options Institute in the development of content, I also maintained relationship to teach highest-level retail investor classes at the CBOE.Acquired by Tigrent, Inc. in 2003 • Created and conducted stock and option education to public and business alliances• Developed specialized course curriculum for other companies• Delivered over 1000 live production events

Rance Masheck Skills

Executive Decision Making New Product Development Process Re Engineering Organizational Effectiveness Technology Innovation New Business Development Vision Leadership Entrepreneurship Product Development Business Process Re Engineering Market Data Options Strategies Real Options Analysis Development And Delivery Of Training Risk Management Start Ups Marketing Trading Portfolio Management Analytics Investments Business Strategy Management Executive Management Strategy Leadership

Frequently Asked Questions about Rance Masheck

What company does Rance Masheck work for?

Rance Masheck works for Fa Today, Inc.

What is Rance Masheck's role at the current company?

Rance Masheck's current role is CEO Co-Founder at iVest Plus and FA today, Inc..

What is Rance Masheck's email address?

Rance Masheck's email address is ra****@****age.com

What is Rance Masheck's direct phone number?

Rance Masheck's direct phone number is +156144*****

What skills is Rance Masheck known for?

Rance Masheck has skills like Executive Decision Making, New Product Development, Process Re Engineering, Organizational Effectiveness, Technology Innovation, New Business Development, Vision Leadership, Entrepreneurship, Product Development, Business Process Re Engineering, Market Data, Options Strategies.

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