Dave Christensen appointed Chief Govt Officer
Michelle Feinstein joins as Chief Product and Technique Officer and Mo Ayadi joins as Chief Data Officer
Appointments replicate FMG’s dedication to advancing its main place supporting advisors and advertising and marketing groups throughout wealth and insurance coverage
San Diego, CA — FMG, the trade chief in advertising and marketing automation software program for monetary advisors and advisory companies, right now introduced govt management appointments to assist continued development and platform innovation for its enterprise and direct purchasers throughout RIAs, broker-dealers, wirehouses, regional companies, and insurance coverage organizations.
FMG co-founder Dave Christensen has been appointed Chief Govt Officer, and Michelle Feinstein has joined FMG as Chief Product and Technique Officer, succeeding Dave in his earlier function. Moreover, Mo Ayadi joins as Chief Data Officer, main the Data Expertise and Safety groups.
Scott White will transition to FMG’s Board of Administrators after almost a decade as Chief Govt Officer. As a Board member, Scott will proceed to supply strategic steerage to FMG, constructing on his tenure strengthening the agency’s place because the platform of alternative for advisors.
As Co-Founding father of the enterprise, Dave has been the longtime chief of Product and Technique at FMG, and has led the corporate’s evolution into a contemporary advertising and marketing automation platform utilized by advisors, companies, and enterprises throughout wealth and insurance coverage. As AI essentially adjustments how expertise platforms are constructed and the way worth is delivered to clients, Dave brings deep product management, expertise and an innovation-forward perspective to information FMG’s subsequent stage of development.
Previous to becoming a member of FMG, Michelle most not too long ago served as Basic Supervisor of International Monetary Companies Options and Technique at Salesforce, the place she led product technique and go-to-market execution for wealth and asset administration purchasers. Beforehand, she held senior management roles at BNY Mellon Pershing and Albridge. Her expertise in enterprise product management and industrial execution will assist FMG’s deal with making a scalable, compliant advertising and marketing resolution that seamlessly helps advisors and brokers drive natural development.
Mo brings deep expertise constructing and scaling enterprise enterprise programs, information platforms, and operational reporting. Most notably, throughout his tenure at LPL Monetary, he served as Senior Vice President of Monetary Expertise Merchandise, serving to construct a brand new wealth administration platform, advance information technique, and lead advisor CRM technique. His addition ensures shut collaboration throughout enterprise programs, information infrastructure, and operational insights, empowering groups with the instruments and data they should make sooner, smarter selections.
“Our purchasers depend on us to assist them develop, whether or not they’re particular person advisors and brokers, multi-advisor companies and businesses, or massive enterprises,” mentioned Mark Casady, Govt Chairman of FMG. “Scott has been instrumental in constructing FMG into the trusted platform it’s right now, and we’re grateful for his continued contributions as he transitions to our Board. Dave has performed a central function in FMG’s product and platform evolution, and he’s the fitting chief to information the corporate ahead. Michelle brings deep enterprise product expertise and a powerful monitor report of serving to advanced monetary providers companies join technique and execution. Collectively, this management staff, together with expanded product, expertise, and information management, positions FMG to speed up innovation, and ship extra customized, AI-enabled development for advisors, brokers and enterprise advertising and marketing groups.”
“GTCR is proud to assist FMG because it continues to develop its impression throughout the wealth and insurance coverage markets underneath Dave’s management,” mentioned Michael Hollander, Managing Director at GTCR. “We’re excited to accomplice with Dave, whose imaginative and prescient for the platform and deep understanding of FMG’s technique place the corporate properly for its subsequent section of innovation because it accelerates product improvement and expands capabilities for advisors and enterprise companies. We sit up for persevering with to work with Scott on the Board and imagine his perception in the marketplace might be invaluable.”
About FMG
FMG is the main all-in-one advertising and marketing platform for monetary advisors, insurance coverage professionals, and enterprises, empowering them to scale compliant, client-centric advertising and marketing that drives natural development. Trusted by greater than 80,000 advisors who collectively attain over 45 million buyers, roughly one in 4 buyers in the US, FMG is persistently ranked #1 in market share and buyer satisfaction within the T3 Software program Survey Report and has been acknowledged by WealthManagement.com as Finest Advertising Automation Platform. Via its intuitive, centralized platform, FMG allows customers to seamlessly handle web sites, e mail, social media, texting, occasions, blogs, movies, and extra, all from one place. By serving to companies keep forward of evolving developments and implement advertising and marketing finest practices, FMG continues to set the usual for digital advertising and marketing within the wealth administration trade.