His understanding of the industry is incredibly deep, and his hands-on approach is already reaping rewards for Trizic in our RIA and enterprise verticals
San Francisco, CA (PRWEB)
May 31, 2017
Trizic, the leader in enterprise class digital advice and workflow technology, today announced that Steve Lewczyk, a proven wealth industry veteran, has joined the firm as Chief Revenue Officer.
Lewczyk has more than 25 years is sales, business development, and corporate development at industry-leading firms like Fidelity, Advent Software, and Nirvana Solutions. During his career, Lewczyk has successfully built fintech sales organizations at both early stage companies and institutional, established firms.
“Having Steve join Trizic is a real coup for us,” commented Drew Sievers, Trizic CEO. “His understanding of the industry is incredibly deep, and his hands-on approach is already reaping rewards for Trizic in our RIA and enterprise verticals. It’s not uncommon for industry veterans to join start-ups and then fail to get their hands dirty. That’s not the case with Steve. He’s an entrepreneur first and foremost. From day one, he’s been up to his elbows in driving deal flow and building a robust pipeline.”
Lewczyk was a pioneer in the portfolio management industry, driving adoption within the RIA space at Advent, increasing the client base from 300 to 3,000 firms during his tenure. At Fidelity, Lewczyk accelerated the firm’s IAG group from inception up to $25 Billion in assets under management. Most recently, Lewczyk was a co-Founder at hedge fund technology provider Nirvana Solutions where he built and drove sales for the firm, growing to more than 150 licensed fund clients.
“In 5 years, digital technology will change the way advisors communicate with…