Daniel C. Green Joins WealthTouch as Managing Director of Sales and Solution Consulting for the Western US and Asia
Industry pioneer has a track record of building strong relationships with major investment advisors, family offices and private banks.
Denver, CO, December 03, 2010 --(PR.com)-- WealthTouch, the leading independent financial reporting platform for ultra-high net worth families and their trusted advisors, including private banks and family offices, today announced that Daniel C. Green joined WealthTouch as Managing Director of Western Territory Sales. In his role, Green will oversee sales and solution consulting for firms in the Western US and Asia.
A true pioneer of the wealth reporting services industry, Green is a seasoned executive with over 15 years experience creating, marketing, and selling large-scale wealth reporting services to financial institutions. Starting in 1995, Green ran sales and marketing for GreenTrak, a pioneering wealth reporting service that he co-founded. His success in tailoring wealth reporting solutions to major financial institutions established him as an early industry leader, and positioned GreenTrak to be acquired by Advent Software in 2002. After Advent, Green held sales leadership positions first at Investment Scorecard and then Informa Investment Solutions.
Green holds a Bachelor of Arts degree from Boston University.
“Dan possesses a solid understanding of our industry and a demonstrated ability to establish and maintain business relationships at the highest levels,” said James Shehigian, President of WealthTouch. “His broad and unique experience will prove an invaluable asset to our clients as they seek solutions to the escalating challenges of effective wealth management. There are few individuals in our industry who are as prepared to help drive our company and industry forward as Dan.”
“I’ve been waiting a long time for a company with the right culture, infrastructure, technology, vision, and most importantly, the right team to finally take on the massive task of meeting the financial reporting needs of the world’s ultra-high net worth,” said Daniel C. Green, WealthTouch’s Managing Director of Sales and Solution Consulting for the Western US and Asia. “I believe WealthTouch has all the pieces in place and the right market timing to be our industry’s first global success.”
About WealthTouch
Founded exclusively to serve ultra-high net worth families and their trusted advisors, including private banks and family offices, WealthTouch delivers greater financial clarity, control and peace of mind through its suite of consolidated reporting solutions. The company aggregates and reconciles complex, multi-faceted financial data from thousands of different sources and transforms it into clear, concise, highly accurate reporting, which provides advisors and clients a powerful decision-making tool and true portfolio intelligence. Established in 2001, WealthTouch reports across all of client’s asset classes, custodians and currencies to create an unbiased and independent view of a family’s complete wealth picture. WealthTouch’s secure, web-based reporting platform provides multi-period, on-demand performance and transactional reporting that is elegant and easy to understand. For more information, visit www.wealthtouch.com.
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A true pioneer of the wealth reporting services industry, Green is a seasoned executive with over 15 years experience creating, marketing, and selling large-scale wealth reporting services to financial institutions. Starting in 1995, Green ran sales and marketing for GreenTrak, a pioneering wealth reporting service that he co-founded. His success in tailoring wealth reporting solutions to major financial institutions established him as an early industry leader, and positioned GreenTrak to be acquired by Advent Software in 2002. After Advent, Green held sales leadership positions first at Investment Scorecard and then Informa Investment Solutions.
Green holds a Bachelor of Arts degree from Boston University.
“Dan possesses a solid understanding of our industry and a demonstrated ability to establish and maintain business relationships at the highest levels,” said James Shehigian, President of WealthTouch. “His broad and unique experience will prove an invaluable asset to our clients as they seek solutions to the escalating challenges of effective wealth management. There are few individuals in our industry who are as prepared to help drive our company and industry forward as Dan.”
“I’ve been waiting a long time for a company with the right culture, infrastructure, technology, vision, and most importantly, the right team to finally take on the massive task of meeting the financial reporting needs of the world’s ultra-high net worth,” said Daniel C. Green, WealthTouch’s Managing Director of Sales and Solution Consulting for the Western US and Asia. “I believe WealthTouch has all the pieces in place and the right market timing to be our industry’s first global success.”
About WealthTouch
Founded exclusively to serve ultra-high net worth families and their trusted advisors, including private banks and family offices, WealthTouch delivers greater financial clarity, control and peace of mind through its suite of consolidated reporting solutions. The company aggregates and reconciles complex, multi-faceted financial data from thousands of different sources and transforms it into clear, concise, highly accurate reporting, which provides advisors and clients a powerful decision-making tool and true portfolio intelligence. Established in 2001, WealthTouch reports across all of client’s asset classes, custodians and currencies to create an unbiased and independent view of a family’s complete wealth picture. WealthTouch’s secure, web-based reporting platform provides multi-period, on-demand performance and transactional reporting that is elegant and easy to understand. For more information, visit www.wealthtouch.com.
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WealthTouch
Bill Fallon
212 925 6900
www.wealthtouch.com
Bill Fallon
212 925 6900
www.wealthtouch.com
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