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  • LinkedIn

Exited WealthTech CEO looking for leadership or senior supporting role

 

Key Points

  • Two-time founder & CEO with 27+ years leading SaaS and fintech companies through growth, transformation, and successful exits.


  • As CEO of Mobile Assistant, he scaled the company to 3,000+ customers across TIAA, Truist, LPL, Osaic and financial industry networks. Focused on strategy, P&L, product innovation, GTM, and AI transformation before successfully selling the company in 2025.


  • Previously, I founded and built U.S. Transcription to a nationwide 150+ employee organization, earning a spot on the Inc. 5000 list and completing an acquisition by M*Modal.


  • His strengths include SaaS & AI strategy, GTM execution, enterprise partnerships, data/product strategy, and leading organizations through change and M&A.


  • He is looking for a leadership or senior supporting role at a company looking to scale.

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