Brian is a senior executive with more than 30 years of experience leading strategy, product, technology, sales, and marketing teams to achieve scale and rapid growth in competitive markets. As our team leader, Brian's influence extends across the organization to drive innovation, enhance the customer experience, and accelerate growth globally and into new markets.
Before joining S-Docs, Brian held senior leadership positions at several financial services firms, including TD Ameritrade, ActiFi, Scottrade, and Prudential Financial.
Brian holds a B.S. in Finance and Accounting from Siena College, an MBA from Baruch College Zicklin School of Business, and an executive leadership certificate from Washington University in St. Louis.
