Leadership Team

The Leadership Team at FIDx is responsible for setting the strategic direction and overseeing the execution of initiatives that integrate technology with financial services. Comprising executives from various domains—including operations, marketing, client success, and business development—the team collaborates to enhance the client experience, optimize product offerings, and drive growth within the brokerage, insurance, and advisory ecosystems while ensuring alignment with the company's mission of delivering top-tier annuity and insurance solutions.