Alan G.

Alan G. has over 20 years of experience in the financial services industry. Alan began their career in 2000 as the National Brokerage Sales Director at Financial Profiles. In 2005, they joined E-Z Data, Inc. as the Director of Industry Sales & Marketing. In 2009, they moved to Broadridge as the Vice President of Broker Dealer Business Solutions. In 2014, they joined Docupace Technologies as the Executive Vice President of Sales & Marketing. In 2017, they co-founded Finlocity - Financial Community, where they served as the CRO/CFO. In 2019, they became the Chief Revenue Officer at Asset-Map.

Alan G. attended Syracuse University, where they studied Marketing. Alan then went on to The American College of Financial Services, where they earned the CLU, RHU, and ChFC in Financial Services. Lastly, they attended Upsala College, where they studied Political Science.