OneVest, a cutting-edge wealth management technology company, is pleased to announce the addition of several key sales executives to its rapidly expanding team. These strategic hires underscore OneVest’s commitment to driving growth and expanding its market presence across North America.
“Their collective expertise and dedication will play a pivotal role in our continued growth and success.”
Lori Brisbois, an industry veteran with over two decades of experience in financial technology sales, joins OneVest as Vice President of Sales. Previously, Lori held various positions at InvestCloud, culminating in her role as SVP, Head of Sales, Midmarket. In her new role, Lori will spearhead U.S. sales efforts, leveraging her extensive expertise to accelerate OneVest’s expansion initiatives.
“We are thrilled to welcome Lori and the rest of our new sales team members to OneVest,” says Amar Ahluwalia, CEO at OneVest. “Their collective expertise and dedication will play a pivotal role in our continued growth and success.”
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Harold Reimer also joins OneVest as Director of Sales, based out of Toronto. With deep expertise in financial services sales, Harold previously served as Senior Sales Director at FNZ Group. In his new role, Harold will focus on expanding OneVest’s footprint in the Canadian market.
These new leaders join Geoff Parslow, Head of Buy-side Sales at OneVest. Geoff brings a wealth of experience to the team, having served as Senior Director of Sales at D1g1t. Geoff’s leadership will be key in driving strategic partnerships and fostering client relationships.
OneVest also recently welcomed Emily Wexler as Director of Marketing. Emily has many years of experience in B2B SaaS marketing, most recently as VP, Brand and Digital Marketing at Ceridian (now Dayforce).
With these strategic hires, OneVest is poised to capitalise on emerging opportunities in the wealth management technology landscape and continue its trajectory of growth and innovation.
OneVest is a financial technology company on a mission to power the world’s wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.
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