A leader is one who knows the way, goes the way, and shows the way.- John C. Maxwell
As chief executive officer, Angela leads the global executive team, steering them toward a common mission of delivering state-of-the-art technology to clients of all sizes worldwide. Her personal goal at Advicent is to perfect the customer experience and create extremely satisfied, life-long clients as well as develop a team of first-in-class leaders across the business.
Angela holds a Master of Business Administration from Alverno College and a Bachelor of Business Administration in entrepreneurship from the University of Wisconsin–Whitewater. She married her high school sweetheart and now loves to spend time with their children, as well as her extended family. Some of her favorite things to do are weekend road trips throughout the U.S. and traveling to warm locations during the cold Midwest winter months.
Anthony Stich has one goal: to develop a team of exceptional customer experience (CX) leaders across the globe, empowering them with the latest industry-leading methodologies in strategic planning, customer success, and business development to successfully grow Advicent, the leading provider of SaaS technology solutions for the financial services industry, into a global brand.
Prior to Advicent, Anthony spent most of his career in the financial services industry, leading the marketing group at Bank Mutual as well as performing national marketing and go-to-market functions between his roles at Guaranty Bank and AIG VALIC.
As chief technology officer, John provides strategic, operational, and programmatic support of our products to the greater Advicent organization, our partners, and the industry. He leverages his decades of software development and product management experience to define business and product strategies, work directly with clients in providing technology solutions, and build product and service delivery organizations that deliver results while meeting regulatory requirements.
Prior to Advicent, John held various leadership positions including SVP of preparedness solutions and SVP of product management at Intermedix; chief technology officer and EVP at Informed Clinical Sciences Corporation; and chief technology officer at GE Healthcare.
As an avid runner and aspiring triathlete, John loves to spend his free time outdoors. He loves to spend time with his wife and four children, cooking and firing up the grill. John is an advocate for locally sourced food and sustainability initiatives. He states, “At home and while traveling, I love going to markets and getting to know the people who grow my food and make up the local economy.”
As chief financial officer, Carrie serves as a strategic partner and financial advisor to the chief executive officer, the board of directors, and other members of the Advicent team. She employs a hands-on approach when contributing to the broader business, supporting the delivery of next-generation planning technology to the market and improving the Advicent partner experience.
With nearly two decades of experience, Carrie is a financial leader who has worked with numerous global organizations to continually deliver value and support strategic change through product launch efforts, reporting activities, and implementation of organization-wide financial tactics. Prior to her time at Advicent, Carrie held several leadership positions including senior director of finance at SoftwareONE; vice president, controller, and accounting manager at Centro; and senior auditor at Ernst and Young. Additionally, Carrie holds an MBA degree from the Kellogg School of Management at Northwestern University.
As chief operating officer of our EMEA organization, Peter is involved in almost every aspect of the day-to-day and strategic business operations. He leverages his experience as a financial advisor and manager to spearhead operations for the Advicent EMEA organization. Prior to Advicent, Peter held a number of roles at Figlo, most recently serving as chief operating officer for Figlo. Peter holds a degree from the Universiteit Leiden.
Peter enjoys filling his time away from home by participating in his many hobbies. His favorite activities include cooking, and tinkering with watches and other gadgets. In addition to his position at Advicent, Peter is a volunteer at the Rugby Club of The Hague.
Brian is responsible for product research and development; quality assurance; and the architecture and API strategy for the Advicent platform. For more than 15 years, Brian has worked in FinTech product development, successfully aligning technology and architecture to meet the business objectives of financial organizations.
As senior director of product management, Paul is responsible for leveraging data to uncover creative, actionable insights that can enhance the planning experience for both advisors and their clients. Drawing from a background of over 16 years in the financial services industry, he is establishing a metric-driven planning platform that reimagines how firms and advisors utilize intelligent data learning.
As vice president of financial planning, Tom is an integral contributor to the strategic vision around our financial planning initiatives. Additionally, he is critically involved in all partner interactions, thought leadership contributions, and internal training programs. With a background in business law, compliance, and financial services technology, he has worked with some of the largest financial services firms in the world to increase success, exceed client expectations, and remain compliant with technology.
As director of marketing, Matt oversees the breadth of go-to-market initiatives for Advicent, including product marketing, lead generation, and public relations. Drawing from a nearly decade-long background at Advicent, Matt works closely with the sales, product development, and executive teams to successfully align Advicent products with the evolving business needs of the financial services industry.
As vice president of sales at Advicent, Andrew leads a team of all-star SMB, regional, and enterprise sales professionals while forming connections at the highest level within financial services firms. He is responsible for the development and implementation of Advicent’s sales strategy to secure long-term relationships with institutions in both the U.S. and Canada.
Lee oversees our software-as-a-service (SaaS) hosting operations; aligns information technology with business strategy; upholds and enhances our comprehensive, ISO-certified data security program; and leads the IT team in infrastructure, software, and process improvements. With over 25 years of experience, he is a highly accomplished IT professional with a proven track record of directing IT operations as well as maintaining high levels of system and application availability.
As general counsel, Daniel oversees the legal and human resources functions at Advicent. With his decades of legal and information technology experience, he ensures that Advicent business leaders are making informed decisions and that the company and its partners arrive at mutually beneficial agreements that help drive responsible growth.