Since 2018, Cloudbanc has specialized in helping financial services companies – specifically independent investment advisors, institutional broker-dealers, and insurance companies – gain greater value from their mission-critical data, which is often locked up in disparate back-office systems. 

Brian is 3x Salesforce Certified and a Financial Services Cloud Specialist.  Brian has 20+ years of experience in financial services – including sales, operations, compliance, and fintech. Brian has held several financial services licenses (Series 4, 7, 24, 53, 63, 66, VA, VL, & Life Insurance), so he has a unique understanding and perspective of the unique challenges financial services professionals face.