Ned has served as a senior executive in the wealth and asset management industry for nearly 30 years. Over his career, Ned has built businesses, lead high performing teams, and developed innovative products and solutions to meet the needs of high net worth investors. He is an expert on the topic of multi-generational wealth and is a highly sought-after speaker on issues facing wealthy millennials. Prior to joining Aidentified, Ned’s career comprised senior roles at OppenheimerFunds, Merrill Lynch, AXA Advisors, and Putnam Investments. Ned also serves on the boards of several philanthropic and cultural organizations including The University of New Hampshire Foundation, The Frick Museum in Pittsburgh, and The Helen C. Frick Foundation.
Rob is an expert in technology adoption and commercialization processes for growth stage companies. Most recently, he developed and executed global roll out and markets expansion strategies for two companies in the fintech sector. Prior to that, Rob assembled a founding team and built from scratch an investment bank focused on emerging technology sectors. As COO, he oversaw his firm’s profitable growth to $90 million in annual revenues by year five, leading all aspects of operations, international strategy, and market development while also serving as President for the company’s NASDAQ listed parent. He also was President and COO of JobDirect.com, the Web’s first job matching subscription-based service for university students (exited to Korn Ferry International).
Dan has worked in software and technology for 25 years, including 20 years in the publishing and data industry. His expertise includes software engineering and management, machine learning and data science, and highly scalable system architectures. Dan has held key technology roles at Sporting News and Empowered Benefits as well as founding several small startup businesses. After graduating from Villanova University, he began his career as the first employee of American City Business Journals’ digital division. Dan is passionate about unlocking the value of artificial intelligence through product engineering.
Ralph has developed a global career within corporations, start-ups and foundations. He began with firms Andersen and Ernst & Young as a consultant. Desiring to experience entrepreneurship, Ralph co-founded Trestle Group – a management consulting firm and later, Trestle Group Foundation – an organization supporting women entrepreneurs in emerging markets. His fascination with professional and social networks inspired him to found Envoy – a technology platform to help organizations and individuals leverage their relationships. As Head of Product, Ralph is leveraging an incredible dataset combined with AI to identify high value prospects with minimal effort for Aidentified users.
Bill has spent over 25 years working for colleges and universities in various fundraising roles including alumni affairs, corporate relations and major gifts fundraising. He has worked for a variety of institutions over that career including Marlboro College, the University of Maryland, the University of Virginia, Bentley University, Dartmouth College, and his alma mater, the University of New Hampshire where he served as the director of development at the Paul College of Business & Economics. Throughout his career he has relied heavily on the usage of data to identify prospects and to develop the right strategies to engage them. Bill also worked in the for-profit world heading up sales and business development for three separate healthcare companies.
Omar was most recently head of business development at Wealth Engine, where he oversaw its CRM integration and strategic partnerships. Prior to this, he was the head of partner channels at Dun & Bradstreet/Netprospex, where he oversaw the development of its partnerships with Oracle/Eloqua, Marketo, NetSuite, SugarCRM, SFDC, Microsoft CRM until its successful acquisition by Dun & Brdstreet. Prior to NetProspex, he was in business development with Oracle/Netsuite, Coupa and Sage Software, In his spare time, he helps coach the D1 tennis team at Redwood High School in Marin County/CA and he enjoys spending time with his family.
Michael is a data science leader with experience ranging from pre-seed to public company. Prior to joining Aidentified, he started and led the data science team at MaxPoint as well as architected their machine learning platform. Michael is deeply interested in how big data and artificial intelligence are changing the way that companies interact with their customers. He holds a bachelor’s in mathematics from Stellenbosch University, a master’s in economics from Duke University, and a Ph.D. from Harvard Business School where he specialized in quantitative marketing and machine learning.
Greg has spent over 25 years in software and technology firms building and managing service oriented teams focusing in the areas of Technical Pre-Sales, Client Services, IT and Operations. He has held leadership roles within early stage start-ups and large multi-national companies, including Thomson Reuters and Dow Jones/News Corp. His diverse background includes positions in Sales, Pre & Post Sales Technical Support, Product Management, Software Solutions, and IT. Greg has worked across various industries including Financial Services, Media & Publishing, and Life Sciences. Greg is an avid runner, having completed multiple marathons and Ironman triathlon events. He also enjoys spending time with his wife and 3 children & coaching youth sports.
Annie leads product marketing, communications, sales enablement and customer success for Aidentified. As an accomplished marketing and product strategist, Annie brings 10+ years of experience from top companies like Dow Jones/News Corp, NetProspex/Dun & Bradstreet and business.com. She has a passion for driving customer-centric and data-driven business software solutions, building brand loyalty and delivering results. Outside of work, Annie has been invited to multiple career services panels focused on supporting and empowering women in business. She enjoys spending time with her family, playing soccer and volunteering with her high school alma-mater, Lawrence Academy.