About Wealth Access
We love solving complicated problems. And that’s a good thing, because in finance there are a lot of them.
In 2011 we opened our doors with a singular mission: Make it easy for financial institutions to access the information they need to help transform their clients’ lives.
In the years that have followed, we have worked with financial institutions of all sizes and backgrounds, including community and regional banks, trusts and wealth advisory firms, intuitively unifying their customer data to uncover clear, consistent, and complete stories. Our platform intelligently integrates data living in existing books and records throughout an organization, rendering remarkable customer insights via a real-time digital dashboard. Our combination of forward-thinking technology and service-oriented support has made us one of the fastest growing customer insights platforms in America.
Our Values
Listen, Learn, Then Lead
We ask thoughtful questions to gain clear understanding before we act, then take the initiative to
confidently move forward.
Focus on the Person
Every experience we help create has real people, leading real lives, on the other side.
Understanding them first creates mutual success.
Delight in Collaboration
Freedom and clarity come through candor and diverse perspectives. Enjoying work with others
creates lasting relationships and market-defining solutions.
Management Team
David Benskin
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.
Jeff Bloedorn
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.
Victoria Lubnik
An industry veteran in the banking and wealth management space, Victoria spent 18 years at Fiserv, most recently as Director of Advisory Services. Her experience allows her to advise Wealth Access customers on growth through the combination of technology, product, and business consulting.
Mark White
With more than 35 years of experience in sales leadership, product development and planning/launch expertise, Mark supports Wealth Access in navigating the complex world of technology and services transformations, and leads in developing strategy to foster strong partner, customer and prospect relationships.
Drew Moorman
Drew joined the Wealth Access team in 2013 after a successful career in the healthcare industry. A data wrangler at heart, he’s used to dealing with large amounts of data so he can turn terabytes into insights. As CTO, he is responsible for the security and development of the Wealth Access platform.
Jeremy Bolin
With more than a decade of experience, Jeremy leverages his engineering experience to help streamline end-to-end delivery across product, engineering and implementation with a laser focus on client success and the markets at large. He also assists in the architecture of organizational growth for scalability purposes, architecture definition for software systems and ensuring the right teams are in place to align and execute in accordance with business strategy.Â
Brandi Zinn
Experienced financial services technology and product manager with focus on wealth management. Brandi’s data-driven experience, and direct customer feedback defines the wealth product vision and strategic roadmap. Brandi collaborates across departmental lines through the product development lifecycle.
Careers
Want to join the Wealth Access team? View our current open positions below and click on any to view details and apply.
An Award-Winning Platform—Over and Over Again
