
Future Proof City Wide
3/16 - 3/19 - Miami Beach, FL
Calling all RIA marketing leads! Join us for the CMO Collective event on March 17 at the historic Versace Mansion.
Tiburon CEO Summit
4/28 - 4/30 - Boston, MA
Wilbur Swan, CEO and Co-Founder will join dozens cross-industry senior executives to discuss a broad swath of issues regarding the future of the wealth & investment management businesses.
DeVoe Elevate
5/7 - 5/9 - Nashville, TN
Yelena Melamed takes the stage again this year for a discussion on organic growth and the role of AI. The team would love to connect while there in person!
Snappy Kraken - Jolt!
6/9 - 6/11 - Nashville, TN
Patrick Hannon will be speaking on stage! Reserve time directly with our team for a personalized demo at the show.

As a software engineer, I'm passionate about leveraging the power of data to help financial advisors grow their businesses. I especially love working with an incredible team to build innovative solutions to complex problems and utilize technology to drive growth and efficiency.