For the past 20 years Charlie has developed high performing sales cultures that take market share away from their largest competitors.
His unique perspective of the challenges that entrepreneurial companies face on their way to consistent sales growth was developed early in his career. He is a former entrepreneur who started and sold his company to a global brand, before taking a leadership role at Ernst & Young’s Entrepreneurial Consulting firm.
Charlie held the top sales and business development leadership roles at eMoney Advisor where he perfected his Sales Pistons® methodology. Since then he has successfully implemented it in leading fintech firms in the financial and retirement planning, digital wealth management, portfolio reporting and business valuation sectors.
Charlie is a sought after and trusted advisor to CEO’s of fintech companies.
With over 20 years of financial client service and marketing experience under his belt, John draws on his unique expertise in engaging with the financial technology community to help companies with their market presence and brand awareness.
John DeVincent has led marketing teams for several top SaaS platform in the financial technology space including Workplace by OS33, Docupace and eMoney Advisor where he was instrumental in the development of several unique marketing programs which are still driving growth today. John began his technology career at VerticalNet where he led the first B2B ecommerce transactions via the web.
Most recently, John has developed a marketing consulting practice specifically for fintech firms who need help executing on their marketing plan. John has earned recognition for successfully leading marketing and lead generation initiatives for market-leading fintech organizations who target Broker Dealers, RIAs, and Insurance Companies.
John acts as an advisor for several fintech companies and also sits on the board of Asset-Map and Junto. He gained his market knowledge as an Investment Advisor (Formerly holding Series 7 and 63 licenses) for Valley Forge Asset Management where he started his career.