I have over a decade of experience in the technology world, supporting different technical applications and hardware from companies such as Apple, Google, and Excelon and multiple mobile enterprise and private technology providers, including Vonage, AT&T, Verizon, and Sprint. My knowledge includes operating system support, field logistics, networking and IT, and application software prior to my coming to AdvisorPeak.
I bring a lot knowledge and experience to AdvisorPeak, making me the ideal person to help construct and implement new and exciting products for advisors. My knowledge base enables me to apply my years of interaction with the public from both a business and private entity perspective as we further enhance our products. My ability to learn quickly, create new ideas and strategies, troubleshoot and communicate with my team and our clients enables me to effectively work with a wide range of people.
AdvisorPeak’s software is a very versatile system containing many parts and attributes that advisors may not discover at a first glance, until they try our platform. If an AdvisorPeak feature hasn’t been built out yet, we are open to the many ideas that come from our advisors. After all, a software company that develops platforms for advisors should be open to suggestions from the people that use it. We implement suggestions easily and welcome the opportunities we are given to help advisors revise how they manage their rebalancing and trading. Advisors often discover that the processes that took them hours or days to complete are obtainable within minutes of using the AdvisorPeak software.
When I’m not at work I enjoy spending time with my wife and children and our home and yard is an open canvas for me to express my creativity. When the weather is warm, you can find me enjoying the outdoors and camping, kayaking, or sitting under a tree in a hammock. I’ve also built a computer capable of high-end processes and gaming, which I use a lot for simulation and Virtual Reality.