Craig Iskowitz

I am a strategic advisor to CEOs and their leadership teams, but I also love getting my hands dirty on technology projects. As the CEO of a consulting firm, I am continually being challenged to overcome obstacles and think outside the box to stay successful.

As a seasoned professional with a strong operational skill set, I combine the abilities to think strategically and execute tactically. I am an expert in financial systems software and I know what is required to design, build, market, sell and support wealth management products & services. With hands-on experience managing customer support, operations, field service and quality assurance teams, I understand how software impacts all aspects of an organization and it enables me to deliver Read more

I am a strategic advisor to CEOs and their leadership teams, but I also love getting my hands dirty on technology projects. As the CEO of a consulting firm, I am continually being challenged to overcome obstacles and think outside the box to stay successful.

As a seasoned professional with a strong operational skill set, I combine the abilities to think strategically and execute tactically. I am an expert in financial systems software and I know what is required to design, build, market, sell and support wealth management products & services. With hands-on experience managing customer support, operations, field service and quality assurance teams, I understand how software impacts all aspects of an organization and it enables me to deliver solutions that solve problems instead of causing them!

My most successful engagements have been in unifying product development, services and delivery teams and coordinating product initiatives from initial concept through to market delivery. I thrive in fast-paced, high-pressure environments and have consistently delivered outstanding results.

Writing is one of my passions and I enjoy sharing my experience and knowledge with colleagues and friends. I currently publish two blogs, one on wealth management and one on career advice and improving workplace effectiveness.

My specialties include Technology Strategy Design and Implementation. Business Strategy. Customer Support and Service. Quality Assurance. Product/Program Management: Market Research, Requirements, Project Management, Vendor Selection and Management, Implementation and Rollout Strategies. Development of Enterprise Applications and Services.

contact us for details

• Fiserv
• Pershing
• Foliodynamix
• Envestnet
• Bank of New York
• InvestEdge
• Top 10 Independent Broker-Dealer
• $8 Billion RIA
• Financial Planning Software Vendor
• Portfolio Management Software Vendor
• Canadian Wealth Management Platform Vendor

• Fiserv
• Pershing
• Foliodynamix
• Envestnet
• Bank of New York
• InvestEdge
• Top 10 Independent Broker-Dealer
• $8 Billion RIA
• Financial Planning Software Vendor
• Portfolio Management Software Vendor
• Canadian Wealth Management Platform Vendor