Patric Glassell is Head of Sales at Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more. Patric recently joined the Kwanti team to help fulfill Kwanti’s mission of maintaining the highest standards in portfolio analytics and overall customer satisfaction.
Patric has wide knowledge and experience in SaaS sales, financial modeling, business development, and with helping financial advisors get the best value from leading technology platforms to better serve their clients. He loves working with great products and is passionate about the solutions Kwanti’s platform provides to financial advisors. Patric managed and scaled sales divisions within SaaS fintech companies for 15 years (most recently at CNote), has been an investor in venture capital, and was a leader at some of the world’s largest financial institutions, including Wells Fargo, Bank of America, Morgan Stanley, and Citigroup. He graduated from Babson College in 2004 with a Bachelor of Science degree in Entrepreneurship/
Email Patric at Patric@Kwanti.com
Connect with Patric on LinkedIn
Marie Swift is Founder and CEO of Impact Communications, a full-service PR and marketing communications firm that works solely within the financial services industry. A prolific writer, Marie’s articles have been published by Barron’s, MarketWatch, Forbes, WealthManagement.com, NAPFA Advisor, RIA Intel, Financial Planning, Financial Advisor, ThinkAdvisor.com, Morningstar Advisor, Executive Roundtable Journal, and more. She has been quoted in respected publications such as The Wall Street Journal, RIABiz.com, and Investment Advisor magazine.
She is the host of NAPFA Nation, a monthly podcast centered on inspiring conversations and key insights from leaders in the fee-only financial planning profession, and the mastermind behind NAPFA’s Playbook, a virtual training and empowerment series that brings marketing and practice management know-how to life. Her Swift Chat podcast/video series is at www.MarieSwift.com.
A former caterer and gourmet cook, Marie studied the culinary arts while living in Colorado. She enjoys fine dining and rustic meals, family outings, traveling to new places, and long walks with her husband and kids in beautiful Leawood, Kansas. Becoming a first-time grandma was a 2020 pandemic blessing.
More information about Impact Communications is available at www.ImpactCommunications.org.
Connect with Marie on LinkedIn
Interview questions:
Q1: Tell us a bit about your background. Why did you join the Kwanti team?
Q2: What is some of the feedback you’ve heard from Kwanti clients?
Q3: What excites you the most about the opportunities ahead?
Q4: How would you describe Kwanti’s brand, and what is the company known for?
Q5: What do you hope to bring to the Kwanti team?
Q6: What are some new features and enhancements to the platform that people can expect from Kwanti?
Q7: Are you worried about the competitive landscape? What sets Kwanti apart from competitors?
Q8: What trends do you foresee in the WealthTech space in 2024 and beyond?
Founded by Christophe Gauthron, CFA® and based in San Francisco, California, Kwanti is a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals. The intuitive, web-based interface allows investment advisors to balance serving clients well and managing portfolios with data-driven expertise by combining powerful analytics and proposal generation designed to optimize time and resources. To learn more about Kwanti, visit www.Kwanti.com.
Edwin Warfield, CEO of citybiz.co, conducts CEO Interviews.
If you’re interested in a citybiz CEO Interview, please contact
Edwin Warfield – edwin.warfield@citybizlist.com
