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FusionIQ, Copper Financial & Apex Partner to Democratize Wealth Management for Credit Union Members

00:43:00

Nov 18, 2021 01:41 PM

FusionIQ is a preeminent software–as-a-service (SaaS) organization, that offers an ecommerce workstation to empower banks, credit unions, RIAs, broker dealers, and wealth managers of all sizes with everything they need to create a revolutionary digital wea
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Speakers

Peter Brittain
Business Development Manager @FusionIQ
Peter Brittain is Business Development Manager for FusionIQ. In his current role, Mr. Brittain is building strategic relationships and driving digital workstation partnerships for financial institutions. Previously, Mr. Brittain worked for Olden Lane Securities as a Sales Associate. In this role he obtained his Series 7 & 63 securities licenses, managed client relationships resulting in the origination of $32.5M of subordinated debentures, and coordinated efforts to build a pipeline of $140M of subordinated debt underwriting. Mr. Brittain graduated from The Taft School in 2013 and received a B.S. in Business Administration with a concentration in Finance from the College of Charleston in 2017.
Justin Steitz
Chief Operating Officer @Copper Financial
Justin Steitz serves as Chief Operating Officer of Copper Financial. In this role, he leads investment operations, compliance, and audit for the CommunityAmerica advisor channel as well as the broker-dealer business unit. Before assuming this role in July 2013, Justin served as the Chief Compliance Officer for Ausdal Financial Partners, Inc., leading the effort to build an in-house broker-dealer. He began his career in an audit capacity with FINRA (Financial Industry Regulatory Authority) where he spent seven years. Justin graduated from Northwest Missouri State University with a BS in Finance. He and his wife have four kids.
Olivia Eisinger
General Manager, Advisory @Apex Fintech Solutions
Olivia leads the advisory channel at Apex Fintech Solutions, where she aims to help the businesses they serve lean into technology and operational efficiency to expand their reach and deliver the digital experience that today’s consumers expect. Previously, Olivia spent over ten years in financial services, largely focused on the advisory segment. As Vice President, Strategic Relationship Management at TD Ameritrade, she worked closely with some of the most successful advisory firms to understand their business models, solve challenges and provide them with the tools needed to reach their goals. Olivia also served as Vice President, Technology Consulting at TD Ameritrade where she was responsible for consulting with RIA businesses to develop technology strategies and navigate the evolving fintech landscape. Olivia enjoys being active outdoors with her husband Todd and daughter Rosalind. They reside in Morris County, NJ.