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Brian Marchiel Cfp Email Address

abcdefghi@myvest.com

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Job Title

Chief Product Officer

Company
Myvest

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

Bio

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

Last University
Graduated from Duke University
Location
Is based in San Francisco.

Other people working at Myvest:

Charlie HaimsVice President of Marketing
Ross ArmstrongDirector, Engineering
Joanne PonsVice President Engineering
Mark WorseyChief Operating Officer, Chief Technology Officer, Executive Vice President Technology
Anton Zavrin*******@myvest.com
Thomas WihlbillerSenior Product Designer
Mike EverettVice President of Business Development
Ashley WalleyAssistant Vice President, Senior Communications Manager
Joe FreundDirector of Engineering, MyVest Co-founder and Development Lead
Justin KikuchiProduct Management and Quality Assurance
Michael StanleyPersonal Banker 2 Registered (SAFE
Arlene PonsChief Technology Officer
Danniela Gilliom PhrDirector, People and Culture
Jennifer Hartmann*********@myvest.com
Rob GoppoldSenior Customer Success Manager
Josh MoatsChief Information Officer

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