Annise
David Itzkovits is a seasoned finance professional with extensive experience in leadership and strategic roles across various organizations. Currently a Co-Founder at Optimal AdvisorAI, David focuses on integrating AI into financial practices to enhance efficiency and client relations. As a Strategic Advisor at Annise, David is involved in developing a virtual assistant for high-net-worth family financial reporting set for launch in 2024. Previously, as Chief Executive Officer at Sanlam Global Investment Solutions, David led global investment management and implemented AI solutions. David held roles as President of Global Financial Marketing Group, Senior Vice President of Sales at P2International Ltd., and Regional Director of Sales at Old Mutual Limited. Educational credentials include an MBA from Ivey Business School at Western University and degrees from McGill University.
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Annise
Annise is a wealth management platform supporting Investors - from those whose lives are becoming a little more financially complex to those managing their own family offices. We’re here to inform, educate, and empower along every step of your wealth journey - 24/7/365