Leadership Team

The Leadership Team at Dynamic Planner is responsible for setting the overall strategic direction of the company, ensuring financial health, driving innovation in investment suitability and technology, and generating revenue growth. Comprised of key executives such as the Chief Financial Officer, Chief Investment Strategist, Chief Executive Officer, Chief Revenue Officer, Chief Technology Officer, and Chief Proposition Officer, this team collaborates to align company initiatives with business objectives and maintain the firm's industry-leading position.