FusionIQ
Sloan Shanahan is an accomplished professional with extensive experience in sales and business development, currently serving as the Chief Revenue Officer at FusionIQ since December 2024. Prior roles include Director of Sales at Sikich and various leadership positions at Tential Solutions and EY, where responsibilities encompassed strategic business transformations and wealth management consulting. Sloan's career also features an early role as a Business Analyst at First National Bank of Pennsylvania and internships at EY, Clemson University, and Shanahan Law Group. A graduate of Clemson University, Sloan holds a Bachelor of Science in Finance.
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FusionIQ
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FusionIQ makes it easy for financial advisors and institutions to become digital wealth leaders. The intuitive, all-in-one FusionIQ One platform has four easy to implement modules – Digital Advice, Self-Directed, Digital Model Marketplace, and finTAMP – making digital transformation hassle free. FusionIQ One’s simple, pay as you grow approach, makes it easy for credit unions, banks, portfolio managers, and investment dealers to scale and win. Deliver the digital experience your clients and advisors want and get the workflows and process automations you need to grow. With white label integrations complete in as little as six weeks, it’s easy to see why FusionIQ’s integrated multi-custodian platform is quickly becoming the digital solution of choice for advisors and institutions.