OUR COMPANY

Founded in 2011, Wealth Access, Inc. is a consumer friendly enterprise platform that helps high net worth individuals, their advisors and firms better manage wealth. Developed by a former advisor with expertise in the complexities of high net worth individuals and knowledge of technology from an advisor's perspective, Wealth Access aggregates data from complex global portfolios, and renders them in a simple, clear, real-time digital "dashboard. In 2012 Wealth Access, Inc. became one of the fastest growing wealth management platforms in America.

LEADERSHIP


David Benskin

DAVID BENSKIN

FOUNDER & CEO

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Formerly First Vice President – Investments in Global Wealth Management Group of Merrill Lynch, David was previously a partner of a Private Banking and Investments Group team, then later launched his own practice at Merrill Lynch providing wealth management advice to high net worth families.


MARK CROCKETT

CHIEF TECHNOLOGY OFFICER

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Mark Crockett has over 27 years of experience in the financial technology industry. Prior to joining Wealth Access he was the CTO of Investment Scorecard and Shareholder InSite.

Jeff

JEFF BLOEDORN

CHIEF REVENUE OFFICER

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Fintech business development executive with 30 years of experience in planning, designing, developing and applying technology-enabled business solutions to the wealth management and trust industry. Prior to joining Wealth Access Jeff was in Strategy and Business Development at FIS.


Brian

BRIAN SEMITEKOL

CHIEF FINANCIAL OFFICER

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Brian Semitekol is the CFO of Wealth Access. Before joining Wealth Access, Brian was the CFO of Shareholder Insite, Inc. Prior to that he worked at a middle market investment bank in Chicago concentrating in M&A, capital raising, and corporate debt restructuring.


Will Cooper

WILL COOPER

VICE PRESIDENT OF OPERATIONS

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Will joined Wealth Access after serving in multiple roles, and ultimately Operations Lead at Black Diamond Reporting, a business unit of Advent Software. Will began his career at Merrill Lynch.


Ellen Smith

ELLEN MURPHY

VICE PRESIDENT OF SALES

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Ellen has been in the Financial Services Industry for 15 years, affiliated most recently with eMoney Advisor. In that time she has worked with Independent Advisors, RIAs, Banks and Home Offices all in a sales capacity building and developing relationships.


JOHN DROSTE

VICE PRESIDENT OF SALES

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John is dedicated to transforming the way advisors communicate and engage with high net investors through Wealth Access. His experience includes representing Bridgeway Funds to Independent Advisors, RIAs and Wealth Managers as well as excelling as a financial advisor at Morgan Stanley.


Jeff Norris

JEFF NORRIS

SR. USER EXPERIENCE ARCHITECT

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Jeff has over 5 years’ experience working as a front end development. Jeff most recently worked at UL Workplace Health & Safety as a Senior Front-End Developer.


WANT TO JOIN OUR TEAM?

Wealth Access seeks highly motivated individuals who can help us succeed, today and in the future. Take a look at our open positions to see if there is something that is a fit for you.

CONTACT

SALES 866-612-0324
SERVICE 866-599-8889
INFO@WEALTHACCESS.COM

LOCATIONS:

+ NASHVILLE
CHICAGO
MILWAUKEE
ST. LOUIS
TAMPA

© 2017 WEALTH ACCESS, INC., ALL RIGHTS RESERVED

CONTACT

SALES 866-612-0324
SERVICE 866-599-8889
INFO@WEALTHACCESS.COM

LOCATIONS:

+ NASHVILLE
CHICAGO
MILWAUKEE
ST. LOUIS
TAMPA

© 2017 WEALTH ACCESS, INC., ALL RIGHTS RESERVED