Craig Pearson
- Role
- Chief Executive Officer at Private Wealth Systems
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Craig Pearson
Craig Pearson is the CEO of Private Wealth Systems, a global financial technology company…
Experience
Chief Executive Officer
Dec 2014 — Present
Private Wealth Systems is the industry-defining global financial technology company that is revolutionizing the way private wealth is managed. Founded by pioneers of the consolidated investment reporting industry, Private Wealth Systems provides a total wealth dashboard with transaction-level-transparency so ultra high net worth investors and their advisors have instant access, understanding, and oversight over the drivers of risk, return, income and expense regardless of investment instrument or ownership structures. The Company’s unique multi-asset, multi-bank, multi-currency performance reporting platform provides account aggregation, data normalization, performance calculation and client reporting that elevates and differentiates the investor-advisor relationship. A simple touch on your mobile device and you have absolute unprecedented control and oversight over your entire wealth with reporting that is as personalized as you are. The company currently serves family offices across 5 continents, and remains committed to solving the 3 core challenges that have plagued the industry; data capture, data processing, and data presentation. https://privatewealthsystems.com
Education
Bentley University - McCallum Graduate School of Business
Masters in Finance, Finance
1996 — 1998
Bentley University
BS, Finance
1989 — 1992
Skills
- Wealth Management
- Portfolio Management
- Turn Around Management
- Startup Consulting
- Executive Management
- Sales Process
- Equities
- Mergers & Acquisitions
- Financial Services
- Private Banking
- Compliance
- Trading Systems
- Software Sales
- Business Strategy
- Financial Turnarounds
- Alternative Investments
- Selling
- Fixed Income
- Managing Accounts
- Consultative Selling
- International Sales
- Investments
- Negotiation
- Financial Technology
- Sales Management
- Private Equity
- Venture Capital
- Managed Accounts
- Emerging Technologies
- Start-Up Ventures
- Software Industry
- Banking
- Entrepreneurship
- Rias
- Direct Sales
- New Business Development
- Team Leadership
- Leadership
- Management
- Strategic Leadership
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