Business Veteran’s Observe Document of Serving to Fintechs Develop and Advisors Prosper is Main Asset to Blueleaf

Blueleaf, an all-in-one wealth administration platform with best-in-class advisor and shopper experiences in reporting, billing and rebalancing, has named Tim Minert to the place of Govt Vice President of Enterprise Growth.

Minert has 30+ years in wealth administration and know-how. He served as Chief Income Officer at AdvisorPeak, and ten years as Govt Vice President of Nationwide Gross sales with Redtail Expertise. As Senior Director at Cambridge Funding Analysis, Tim took a deep dive into the business. He presently maintains an unbiased RIA along with serving to advisors scale their follow.

“Tim’s information of the business, his ardour to assist wealth managers be extra productive, and his capacity to attach with an viewers are great belongings to the Blueleaf workforce,” mentioned CEO and co-founder John Prendergast. “As we frequently evolve our platform to answer the wants of in the present day’s digital advisor, we try to do the identical inside our group.”

Blueleaf sponsors The Augmented Advisor podcast, a ‘must-listen’ for advisors, RIAs, wealth managers, and B/Ds to achieve real-world instruments and techniques to reach a digital world.