Richard Thoeny

Richard Thoeny serves as the Vice President of Product Management and Product Development. He is a visionary executive leader with a proven record of achievement demonstrated by progressively responsible positions in financial services operations and technology, business development, and product management.

Richard's career spans 30+ years all within financial services either running and managing brokerage and clearing firms or developing products for financial services. Prior to joining Docupace as Vice President of Product Management in 2014, Richard held positions including SVP of Product Management at Fetter Logic, the custom development arm catering to Fidelity Investments; SVP of Operations for Axos Clearing, a correspondent clearing firm servicing more than 80 broker-dealers; VP of Product Management with Talisys Software Systems, an enterprise brokerage software development company where he was the director of five divisions, executive board member and founding member of both the product and technical vision strategy groups.

Richard graduated from Gonzaga University with a B.A. in Finance, was an equities and options trader, and held FINRA licenses 4, 6, 7, 24, and 63 and currently holds Department of Homeland Security cyber security certifications CIA, CW TTP's l and SSI.