David Benskin

Founder & CEO @Wealth Access

Nashville, TN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2011 — Present

Founder & CEO @Wealth Access

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EDUCATION

N/A

The Wharton School

None, Leadership Development Program

N/A

University of Tennessee, Knoxville

B.A., Economics

SKILLS

AnalyticsBusiness StrategyHedge FundsFintechStrategic PartnershipsInvestment AdvisoryFinancial AdvisoryWealth ManagementWealthAsset ManagementCorporate DevelopmentCloud ComputingCapital MarketsFinancial ServicesManagementPortfolio ManagementSaasStart-UpsInvestmentsMergers & AcquisitionsEntrepreneurshipVenture CapitalSecuritiesProduct ManagementAlternative InvestmentsPrivate EquityAsset AllocationStrategyValuationMobile Devices

ABOUT DAVID BENSKIN

Wealth Access is an enterprise customer data insights platform that works with financial services’ existing books and records to enrich and unify data, generating deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.

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