As chief executive officer of Advicent, Angela leads the global executive team and steers them toward a common mission of enabling everyone to understand and impact their financial future through state-of-the-art financial planning technology. Her personal goal at Advicent is to develop extremely satisfied, life-long clients as well as a team of first-in-class leaders across the business. Sharing her vast knowledge and expertise on publications such as Huffington Post, InvestmentNews, RIA Central, Financial Planning, Financial Advisor Magazine, and WealthManagement.com, Angela is dedicated to providing best practices, thought leadership, and industry-leading technology throughout the financial services technology (FinTech) industry at large.
As a technology executive with over 15 years of industry experience, she has operated Software-as-a-Service (SaaS) companies of various sizes, holding leadership positions, including director of customer relations, vice president of professional services, president and chief operating officer, throughout the biggest growth phases in their history. Angela successfully graduated from the Vista Equity Partners executive development program, High Potential Leadership Program (HPLP), in 2011 and the firm’s Pinnacle program in 2017 to prepare the next generation of portfolio CEOs for future success.