Brian Marchiel Cfp Email Address

Chief Product Officer

Transform your organization with our holistic enterprise wealth management platform for the digital age, The Strategic Portfolio System. Tell me more...

Over 20 years of technology experience combined with in depth knowledge of the wealth management space. Expert in defining product vision, prioritizing roadmap and shepherding projects from concept through launch. Solid understanding of the software development lifecycle and best practices with regard to specification creation and quality assurance methodologies. Track record of executing on delivery of new product lines and enhancements to existing products. Experience designing order generation algorithms and trade management systems that support a range of security types including equities, ETFs, mutual funds, Treasuries, TIPS, corporate bonds, municipal bonds and factored securities included mortgaged back securities. Areas of focus include: ▪ Product Vision and Roadmap ▪ Competitive Analysis ▪ Specification Creation ▪ Software Development Life Cycle ▪ Risk Management/Mitigation ▪ UMA/UMH ▪ Asset Location ▪ Tax Management ▪ Household Level Reporting ▪ Portfolio Management Tools ▪ Modeling Tools ▪ Order Management Systems ▪ FIXML ▪ Billing ▪ User Experience