Wayne Gilpin Email & Phone Number

Wayne Gilpin is a Wealth Management | Fintech Consultant | Brokerage Operations at FITS Consulting. He possess expertise in financial services, wealth management, mutual funds, crm, investments and 11 more skills. Colleagues describe him as "Wayne has the unique ability to blend the practical wisdom gathered through many years in the investment business with the modern day opportunity to use technology to change the success profile of a wealth management sales force. Wayne understood that the best technology ultimately creates time for the financial advisor to reinvest in their clients. He successfully brought several new, leading technology tools to his sales force at Ziegler." and "Wayne Gilpin has extensive knowledge of the financial services industry. He is a leader and visionary in the financial services field. He is strategic minded with an emphasis on driving sales growth. He believes in using technology to work smarter not harder. He is a man of strong principles and has the highest ethical standard. He has successfully executed social media strategies. He is a consummate professional that has helped to bring innovative ideas to help streamline and grow the business. I highly recommend Wayne for any senior level executive or consultant role where he can apply his vast knowledge of the industry."

Listed skills include Financial Services, Wealth Management, Mutual Funds, Crm, and 12 others.

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  Financial Industry Consultant

  Fits Consulting

  Jun 2022 - Present

  Dedicated to the Professional Services & Implementation Group for a leading Fintech provider. Specifically focused on business transformation services for new clients.