Mark McGillivray
Business Development Specialist @Advisor360°
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WORK HISTORY
Business Development Specialist @Advisor360°
Needham, MA, US
Responsible for developing strategic partnerships with select FinTech, Custodian and Asset Management firms.
EDUCATION
Boston University
Certificate
Suffolk University - Sawyer Business School
BSBA: Computer Information Systems
Suffolk University - Sawyer School of Management
MBA
SKILLS
ABOUT MARK MCGILLIVRAY
Innovative and accomplished leader with over three decades of experience specializing in product development & management, technology consulting and fintech partnership development in the wealth management industry. Known for ability to build products and forge fintech partnerships from start to finish, serving the needs of Broker Dealers, RIA’s and Family Offices.• Product Management & Technology Leadership: Possess a unique blend of industry knowledge and a full understanding of the technology required for home office, advisor and investor functions. • Strategic Partnerships: Cultivate and manage relationships with top tier clients and fintech CEO’s. Built partnerships and integrations with leading providers in the advisor tech ecosystem.• Digital Transformation: Deep experience delivering digital strategies, driving organizational change, and managing complex initiatives for new and established clients.• Continuous Learning: Passionate about helping my clients get the most benefit from their technology investment via best practices, webinars and continuous feedback.
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