As a leader on the AdvisorEngine business development team, I work directly with financial institutions and advisors in order to optimize innovative efficiencies and deepen their relationships with clients. Financial advisors use our technology as a competitive advantage for business growth.
What brought me here
One night I was up late studying to take my Certified Financial Planner (CFP) exam, and a light bulb went off in my head – the realization that the financial services industry was in the midst of an evolution. I likened it to the way Uber has revolutionized the transit world. I knew at that moment that I needed to evolve and change with it. I ventured out into the Financial Technology world and I have not looked back. I enjoy collaborating with Financial Advisors as they use our technology as a competitive advantage for business growth.
How I balance life
Family and friends are very important to me. I also enjoy sports – both watching and playing any and all sports. On any given Saturday, you can find me playing sports with friends at a local park.
My favorite quote
“An apple a day keeps anyone away, if you throw it hard enough” – Anonymous
What I want to know most in life
Why is the pinky called the pinky? Seriously, I really want to know.
Who inspires a sense of adventure in me
That is a good question. I would choose my dad – the dude just likes to explore, try new things and live life to the fullest. He was the first Lang to go to college. It is really inspiring to see where he came from and what he has accomplished.