As a Sales, distribution and marketing leader at Syntax data, I leverage my 30+ years of experience in the investment and financial advisory industry to deliver unique and innovative solutions to the wealth management space. I work with Syntax data's marketing, product, and customer engagement ...more

As a Sales, distribution and marketing leader at Syntax data, I leverage my 30+ years of experience in the investment and financial advisory industry to deliver unique and innovative solutions to the wealth management space. I work with Syntax data's marketing, product, and customer engagement teams to develop and execute go-to-market strategies for its financial analysis platform, Affinity, and its award winning, first of its kind, Syntax Direct custom portfolio solutions technology to help advisors deliver unique and scalable client driven solutions I have a proven track record of driving revenue growth, expanding market share, and building long-term relationships with clients and partners. Previously, I was the Chief Revenue Officer at LOGICLY, where I led the go-to-market strategy for its flagship LOGICLY platform, a subscription-based research and portfolio construction toolset for financial advisors. I also advised on the go-to-market strategy for LOGICLY's custom index and personal portfolio management solution, and oversaw the digital marketing program. My mission is to empower investors with cutting-edge technology and analytics that enhance their investment objectives and outcomes.less