Adam Beach
Vice President, Client Experience @Infinite Investment Systems
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WORK HISTORY
Vice President, Client Experience @Infinite Investment Systems
Toronto, ON, CA
Infinite Investment Systems services the independent wealth management space in Canada through deployment of our flagship application, Harmony, a comprehensive portfolio management system. Harmony provides a suite of tools for an investment management firm to run its operations and administration. Rooted in portfolio accounting and valuation, each Harmony implementation provides end-to-end operational functionality for any firm managing wealth. Key functionality includes compliance tools, custom client reporting, CRM, fee calculations/billing, trading and much more. Ultimately our goal is to give firms autonomy when it comes to their data and to optimize operations for efficiency. The team at Infinite strives to meet the demands of a constantly changing industry and those of our clients whose business is subject to ever-moving industry trends. Complementing Harmony, is a commitment to ensure all of our clients receive a best-in-class experience right from day one.
EDUCATION
McGill University
Bachelor of Commerce, Finance and Marketing
ABOUT ADAM BEACH
I’m a diversely skilled and highly practical executive with a history of success in supporting the growth and performance of ambitious financial services companies through effective operations, finance and compliance leadership.My goal is to reach and maintain superior service and operational efficiency, which I achieve by building and reworking processes and systems. I have hands-on experience and have a strong sense for what works.A logical, adaptable, and passionate executive leader, I build consensus and influence strategy. I’m entrepreneurial and consultative at heart and can be relied on to establish and run cost-effective, automated, integrated operations.My career highlights include:• Supporting more-than-2x AUM growth for a registered investment counselling firm• Improving efficiency and reducing costs/risk by migrating 25+ years of client data into a single automated system.• Enhancing profitability and cash flow insights by creating infrastructure for financial measurement and expense control.• Reducing company’s largest third-party expense 25% through negotiations and slashing GST/HST audit bill 87.5%.Strategic Business Planning | Operations Leadership | Finance & Budgeting | HR & Performance Management | Regulatory Compliance | Portfolio & Fund Management | Self-Awareness & Integrity | Collaboration & Accountability
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