Michael Alderson

Director of Business Development at Summit Wealth Systems

Michael Alderson has extensive work experience in various positions in the tech and finance industries. Michael began their career in 1996 as a Trading Operations specialist at Dain Rauscher. Michael then worked as an Equity Trader and Operations Analyst at Wilke Thompson Capital Management in 1998. From 1999 to 2004, they held multiple roles at SS&C Advent, including Senior Software Consultant, Project Manager, Senior Pre-Sales Solution Consultant, and Principal Global Account Manager. Alderson joined Dropbox in 2015 as a Strategic Account Executive, where they helped global organizations find innovative ways to collaborate and work efficiently. In 2017, they became the Head of Sales at Liveoak Technologies, a DocuSign Company, and subsequently held the position of Director, Go To Market Micro-Launch at DocuSign from 2020 to 2022. Alderson transitioned to phData in 2023 as a Vertical Accounts expert in Financial Services and Insurance. Michael is currently the Director of Business Development at Summit Wealth Systems, where they have been involved since mid-2023.

Michael Alderson attended West Bend West High School from 1986 to 1990. Michael received a Bachelor of Science degree in International Business/International Relations from the University of Wisconsin-Madison. Additionally, they obtained a Stanford Advanced Project Manager certification from Stanford University.

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Timeline

  • Director of Business Development

    June, 2023 - present