Shaun Kapusinski

Shaun Kapusinski Email and Phone Number

Senior Director, Technology at Sequoia Financial Group | Founder, HIFON (hifon.org) | Co-Author "The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration & Beyond" @ Sequoia Financial Group
Shaun Kapusinski's Location
Akron, Ohio, United States, United States
Shaun Kapusinski's Contact Details

Shaun Kapusinski work email

Shaun Kapusinski personal email

About Shaun Kapusinski

In 2010, my firm was expanding fast. As Director of Operations, I had a problem: For every challenge I could solve from experience, there were three new ones I couldn't. I needed help.I searched all over the industry for answers. The main thing I learned was that I wasn’t the only RIA operations leader who felt isolated, untrained, and unsure.That's why I created HIFON (High Impact Financial Operations Network). HIFON is a private, independent (and vendor-free) study group for RIA Operations Professionals.Since 2010, we've quietly built the premier community of RIA Operations Professionals. “Joining HIFON was the pivoting point in my career here at CapSouth and has not only changed my trajectory, but also that of our entire organization due to all that I’ve gained and shared with our leadership." "This is the first and only group of its kind in the RIA industry." "HIFON is an invaluable forum to share ideas, seek advice and get recommendations for all operational aspects of running and growing an RIA firm -- from people who fully understand the context of what we are trying to accomplish." "Being a member of HIFON has proven to be an invaluable resource for both myself and my firm."When you join HIFON, you join a community of world-class peers who truly understand the challenges you face and respect the work you do. Our members collaborate so you can do your job better, with less effort, and advance your firm.Here's what industry leaders have to say about HIFON: "Our clients who belong to HIFON leapfrog other firms when it comes to operational efficiency. We are constantly encouraging Operations Managers and COOs to join." Jo Day Co-Founder, Trumpet “Membership in HIFON is your best chance to stay on top of all the best practices, software innovations and practical money/labor-saving advances in that all-important operations side of your business.” Bob Veres Editor/Publisher, Inside Information "If you’re in an operations role at an RIA and not in HIFON, you’re missing out.”HIFON membership gives you access to best practices, independent advice, and peer-to-peer support you cannot find anywhere else.Learn More: https://hifon.org

Shaun Kapusinski's Current Company Details
Sequoia Financial Group

Sequoia Financial Group

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Senior Director, Technology at Sequoia Financial Group | Founder, HIFON (hifon.org) | Co-Author "The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration & Beyond"
Shaun Kapusinski Work Experience Details
  • Sequoia Financial Group
    Senior Director, Technology
    Sequoia Financial Group Feb 2003 - Present
    Akron, Oh, Us
    I am highly involved in Sequoia’s technology systems, training, and support that help drive our client service. I approach problems and solutions from an operational perspective, having spent much of my Sequoia career managing the operations service team. I am part of the technology group at Sequoia which strives to equip our team with the best digital resources to serve and assist our clients.The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.
  • Hifon
    Founder
    Hifon Sep 2010 - Present
    HIFON (High Impact Financial Operations Network) is a private, independent (and vendor-free) study group for RIA Operations Professionals.
  • Cowan Financial Group
    Financial Associate
    Cowan Financial Group Dec 2001 - Sep 2002
    St Augustine, Fl, Us
    Insurance sales for a top Mass Mutual office, located in New York City.

Shaun Kapusinski Skills

Process Improvement Crm Management Customer Service Salesforce.com Microsoft Dynamics Crm Salesforce.com Implementation

Shaun Kapusinski Education Details

  • The University Of Akron
    The University Of Akron
    Management
  • The University Of Akron
    The University Of Akron
    Int'L Business
  • Copley High School
    Copley High School

Frequently Asked Questions about Shaun Kapusinski

What company does Shaun Kapusinski work for?

Shaun Kapusinski works for Sequoia Financial Group

What is Shaun Kapusinski's role at the current company?

Shaun Kapusinski's current role is Senior Director, Technology at Sequoia Financial Group | Founder, HIFON (hifon.org) | Co-Author "The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration & Beyond".

What is Shaun Kapusinski's email address?

Shaun Kapusinski's email address is sk****@****ial.com

What is Shaun Kapusinski's direct phone number?

Shaun Kapusinski's direct phone number is +133037*****

What schools did Shaun Kapusinski attend?

Shaun Kapusinski attended The University Of Akron, The University Of Akron, Copley High School.

What skills is Shaun Kapusinski known for?

Shaun Kapusinski has skills like Process Improvement, Crm, Management, Customer Service, Salesforce.com, Microsoft Dynamics Crm, Salesforce.com Implementation.

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