Tim Rutka

About Tim Rutka

As the President of BETA, the Wealth Management SaaS and Data business of BetaNXT, I lead the business and technology strategy that delivers trusted and value added solutions for Wealth Management clients. With over 25 years of experience in the industry, I have a proven track record of driving enterprise transformation, enhancing customer outcomes, and optimizing business performance.My core competencies include P&L management, product vision and strategy, technology innovation and integration, operations management and improvement, and customer sales & relationship management. I am passionate about creating value added outcomes for our clients and the industry by leveraging our expertise in data, analytics, cloud, and artificial intelligence. My mission is to empower financial advisors, investors, and operations staff with the best tools and insights to achieve their customer goals.

Experience

1. President - Beta

   BetaNXT

   Jul 2022 — Present · New York, NY, US

   Wealth Management

Education

• University of Wisconsin-Madison

  Bachelor of Business Administration (BBA), Finance and Financial Management Services

  1988 — 1992

Skills

• Business Process Improvement
• Cyber-Security
• Incident Management
• Business Development
• Compliance
• IT Strategy
• Program Management
• IT Operations
• Requirements Gathering
• Diversity & Inclusion
• Business Process
• Beta System Brokerage Platform
• Project Management
• Visio
• Operational Risk Management
• Business Analysis
• Software Development
• Quality Assurance
• Pmo
• Beta
• Pmp
• Requirements Analysis
• Leadership
• IT Management
• Disaster Recovery
• Vendor Management
• Consulting
• Process Improvement
• Business Strategy
• Software Project Management
• Financial Services
• Crm
• Itil
• Risk Management
• Sdlc
• Thomson One
• Integration
• Project Portfolio Management
• Executive Management
• Databases