Wealth planning software firm eMoney Advisor has appointed Edward O’Brien as its new CEO, effective immediately.
He will report to Michael Durbin, who has been serving as interim CEO since September 2015.
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Durbin will now again turn his full focus to his role as president of Fidelity Wealth Technologies, eMoney Advisor said in a statement.
O’Brien most recently served as senior vice president and head of platform technology for Fidelity Institutional supporting advisors in various roles.
He also launched AdvisorTech, a new business that introduced a technology platform for financial advisors in Japan, South Korea, and Germany. In addition, he served as president and board member for the Providence Society of Financial Analysts.
Durbin said: "The depth of his fin-tech knowledge, strong industry relationships, and understanding of the unique challenges facing financial advisors and their clients are substantial. Most of all, I’m confident he will help us further establish eMoney as the strongest ally of advisors seeking to meet the growing high-tech and high-touch expectations of their end-clients.
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By GlobalData"Our next CEO needs to thrive in a highly dynamic environment, to be capable of accelerating what is working very well for eMoney, and push for disruptive innovation required to keep the firm at the forefront of the fin-tech curve. Ed is unique in his ability to translate vision and strategy into world-class execution, bringing together teams and ecosystems to drive results."
