Vice President, Software Product Manager
Dave serves as Fi360’s vice president of Product. In this role, he’s responsible for the strategic roadmap and overall success of Fi360’s software offerings. Dave started with Fi360 in 2003 and was the visionary behind the widely used Fi360 Toolkit for Advisors.
In addition to holding the AIF and CFA designations, Dave has a bachelor’s degree in finance from the University of Pittsburgh and is Level 3 certified by Pragmatic Marketing, Inc.