Wealth Access Appoints Drew DiMarino as Chief Revenue Officer
Wealth Access has taken a big step forward by naming Drew DiMarino as its new Chief Revenue Officer. With nearly thirty years of experience in the financial services industry, DiMarino is well-equipped to drive revenue growth for this innovative technology firm.
Drew DiMarino's Impressive Career
DiMarino arrives at Wealth Access with a stellar background, having held key positions at respected companies like Riskalyze, which is now known as Nitrogen Wealth, where he excelled as Chief Growth Officer. During his time there, he led initiatives aimed at generating revenue that significantly expanded the company's client base.
His previous roles also include serving as Executive Vice President of Sales and Marketing at Apiture and EVP of Sales at eMoney Advisor. In these positions, he played vital roles in developing strategies that led to successful acquisitions, particularly with Fidelity Investments. DiMarino's diverse experience will undoubtedly contribute valuable knowledge and expertise to Wealth Access.
CEO David Benskin's Trust in DiMarino
David Benskin, the CEO of Wealth Access, shared his excitement about DiMarino's appointment. He highlighted their long-standing professional connection and praised DiMarino’s deep industry knowledge, along with his proven track record of building client relationships that foster company growth. Benskin believes that DiMarino's leadership will strengthen the company’s operational strategies and inspire future innovations.
A Vision for Empowering Banks Through Unified Data
DiMarino envisions Wealth Access utilizing unified data to enhance the banking experience. He mentioned, "By eliminating traditional silos between Wealth, Trust, and Brokerage divisions, we can personalize client experiences and build stronger relationships. This will create cross-sell opportunities and enable banks to capture a larger share of their client's financial portfolios." It's evident that he sees the potential for changing how banks manage wealth services.
Upcoming Wealth Access Annual Executive Summit
The timing of DiMarino's appointment is strategic, as it coincides with the Annual Executive Summit held by Wealth Access. This important event will feature leaders from 22 firms that hold over $1.3 trillion in bank assets and a staggering $11 trillion in wealth management. Benskin remarked that DiMarino’s extensive experience and insights will be invaluable to the discussions and developments occurring during the summit.
A Transformative Force in Financial Services
Wealth Access is recognized for its role as a customer data insights platform that helps financial services leverage existing resources to access enriched data and generate valuable insights. The platform enables banks to deliver extremely personalized banking experiences by integrating customer records from various systems. Currently, Wealth Access supports more than 200 clients, managing assets that exceed $571 billion, including some of the largest banking institutions in the country.
About Wealth Access
Wealth Access distinguishes itself in the industry with its innovative approach to customer data. By creating living balance sheets, it allows service teams to understand a comprehensive financial narrative for each client, fostering deeper loyalty and increasing revenues across various business lines. As DiMarino steps into the role of Chief Revenue Officer, there's an expectation that he will have a significant impact on the company’s direction and growth trajectory.
Frequently Asked Questions
Who is Drew DiMarino?
Drew DiMarino is the newly appointed Chief Revenue Officer at Wealth Access, bringing nearly 30 years of experience in financial services.
What does the Chief Revenue Officer do?
The Chief Revenue Officer oversees all activities related to generating revenue, focusing on maximizing growth while ensuring profitability.
What will DiMarino concentrate on at Wealth Access?
DiMarino plans to enhance the use of unified data to personalize banking experiences and develop deeper client relationships.
When will the Wealth Access Annual Executive Summit take place?
The Wealth Access Annual Executive Summit is scheduled for next week, featuring leaders from various financial institutions.
How does Wealth Access support banks?
Wealth Access improves banks' operations by creating unified customer data insights that enhance client interactions and drive revenue growth.
