OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ
2024年5月7日 - 3:00AM
ビジネスワイヤ(英語)
OneVest, a cutting-edge wealth management technology company, is
pleased to announce the addition of several key sales executives to
its rapidly expanding team. These strategic hires underscore
OneVest's commitment to driving growth and expanding its market
presence across North America.
Lori Brisbois, an industry veteran with over two decades of
experience in financial technology sales, joins OneVest as Vice
President of Sales. Previously, Lori held various positions at
InvestCloud, culminating in her role as SVP, Head of Sales,
Midmarket. In her new role, Lori will spearhead U.S. sales efforts,
leveraging her extensive expertise to accelerate OneVest's
expansion initiatives.
"We are thrilled to welcome Lori and the rest of our new sales
team members to OneVest," says Amar Ahluwalia, CEO at OneVest.
"Their collective expertise and dedication will play a pivotal role
in our continued growth and success."
Harold Reimer also joins OneVest as Director of Sales, based out
of Toronto. With deep expertise in financial services sales, Harold
previously served as Senior Sales Director at FNZ Group. In his new
role, Harold will focus on expanding OneVest's footprint in the
Canadian market.
These new leaders join Geoff Parslow, Head of Buy-side Sales at
OneVest. Geoff brings a wealth of experience to the team, having
served as Senior Director of Sales at D1g1t. Geoff's leadership
will be key in driving strategic partnerships and fostering client
relationships.
OneVest also recently welcomed Emily Wexler as Director of
Marketing. Emily has many years of experience in B2B SaaS
marketing, most recently as VP, Brand and Digital Marketing at
Ceridian (now Dayforce).
With these strategic hires, OneVest is poised to capitalise on
emerging opportunities in the wealth management technology
landscape and continue its trajectory of growth and innovation.
About OneVest: OneVest is a financial technology company on a
mission to power the world’s wealth. It offers an end-to-end wealth
management platform, from client onboarding, to portfolio
management, to analytics and beyond. OneVest’s software was built
to be modular, allowing financial institutions to fill gaps in
their process depending on their needs. For more information about
OneVest, please visit www.onevest.com
View source
version on businesswire.com: https://www.businesswire.com/news/home/20240506474846/en/
For media inquiries, please contact: Emily Wexler Director of
Marketing emily.wexler@onevest.com