Chief Executive Officer
For the last 15 years, Dave has been in the C-Suite leading software companies that develop consumer-facing products and technologies for financial institutions and Fortune 500 companies. He has a proven ability to recognize and successfully navigate the real-world complexities inherent in strategic planning, strategic partnerships, team building, operations and execution. Dave has developed and executed on strategic plans at all stages from back of the napkin, venture capital and private equity for later-stage opportunities. He’s led companies through Big 4 and state audits, and been a driving force in scaling many fast-growing companies.
Chief Revenue Officer
James brings demonstrated success and a fine-tuned expertise of the retirement industry to vWise. In his role as Chief Revenue Officer, he is focused on providing sales leadership, competitively positioning the company in the marketplace, and developing strategies to optimize growth. Prior to joining vWise, James served as the First Vice President and Director of National Sales and Distribution for The Bancorp Bank’s Institutional Banking Group, managing the sales and distribution to 15 affinity groups, and managing and administrating $2.7 trillion in assets. Before joining Bancorp, James served as a financial advisor for First Financial Group, working with high-net-worth individuals and institutions. His experience also includes developing and managing several business lines, including the first NSCC-traded, FDIC-insured capital preservation products for the retirement industry; enterprise private label banking platforms for non-bank broker dealers and TAMPs; securities-backed lines of credit; nonqualified deferred compensation tax liability financing programs; advisor acquisition programs; and a robust Safe Harbor IRA business. James earned a Bachelor of Science Degree in Business and Administration from West Chester University of Pennsylvania. He currently serves as a SPARK Board Member and is a member of his local and national ASPA.
Chief Technology Officer
Chris is a big data, distributed systems pioneer that brings vWise 28 years of experience focused on building cross-functional teams that solve complex problems. His teams develop straightforward, data-driven SaaS solutions focused in online marketing, data analytics and financial services. Chris’ major Internet startup experience began when he served as CTO at IPRO, the first web analytics platform. While serving in that role for eight years, Chris became one of the foremost authorities in the online media research industry. As a result, he served on several industry-leading initiatives, boards and committees for the Interactive Advertising Bureau, Web Analytics Association, and Online Publishers Association. In recent roles, Chris completely replaced the technology stack at ReviewBuzz, a reputation management firm, in 9 months. At Ascend he built an online lending system focused around alternative underwriting techniques, which led to its sale in less than 3 years. As a founder at Tumlis, he built the fastest-growing real estate platform based on predictive analytics tools to drive engagement. Chris owns and has applied for several patents over the past 25 years, including recent applications for Lending System with Intelligent Credit Risk Analyses and Servicing Processes (2016), System and Method for Collection and Use of Real Estate (2013), and System and Method for Providing Real Estate Information Systems (2013). Chris holds a Bachelor of Science from Indiana University and a Master of Science from George Washington University.
Chief Product Officer
Matt brings over 15 years’ experience in growing products and teams for multiple companies, varying in size from early-stage start-up to large firms. He has played a key role in managing and implementing products such as an online wealth management solution, a best-in-class brokerage platform, and onboarding solutions that reduced attrition while increasing brand loyalty among new clients. He formerly worked with Morgan Stanley, E*TRADE and OptionsHouse.
SVP Client Experience
Responsible for the timely development and execution of client projects to guarantee client satisfaction and long-term business relationships, Brandi’s team ensures that vWise is able to deliver quality solutions and services both on time and within budget through effective and efficient use of resources. Supporting clients for the entire lifecycle, Brandi’s team is tasked with understanding client requirements in context of product functionality and collaborating with product and development teams to implement solutions that enhance business outcomes for clients, delivering a world class customer experience. Prior to joining vWise, Brandi was employed by companies such as Vertical Management Systems, Inc., CNA Trust, and Union Bank, N.A., where she successfully created and implemented numerous projects with a diverse focus. Brandi is a graduate of Arizona State University.
SVP Key Accounts
Working as a consultative partner to key clients, Lucio drives and develops account-specific growth strategies and ensures that all client needs and expectations are met with the goal of strengthening and enhancing long-term relationships. During his 20 years of experience with Fidelity, he held several positions at the Trust Company, from Head of Middle and Back Office Operations to Product Manager. He also led Institutional Sales for Custody and Clearing, servicing the RIA and 401(k) administrator communities, and most recently was the Head of Sales for the AdviserSource and Family Wealth.
An award-winning filmmaker and 20-year veteran of the film industry, P.J. has been with vWise since its inception in 2006. His guiding belief is that truly successful and engaging content clearly cuts through the noise, effectively capturing the viewer’s attention and telling a relevant story that creates a lasting connection. P.J.’s team is responsible for driving excellence and performance through development and production of video content.
Stephanie is responsible for providing oversight, development, and employment of marketing initiatives, public relations and branding efforts to achieve long-term and short-term organizational goals. Her team drives content development and implementation of integrated content across multiple platforms for targeted initiatives. She has over 20 years of experience providing leading-edge sales, marketing and public relations strategies in multiple industries, including financial services and software. During her career, she has partnered with Fortune 500 organizations to successfully develop and execute targeted initiatives across multiple platforms, reaching a diversity of audiences.