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Marshall Aulick

Strategic Accounts/ Enterprise Account Management

Marshall Aulick is a Strategic Account Manager at BridgeFT, a financial technology company that provides software solutions for financial advisors.12 He specializes in strategic accounts and enterprise account management.2

Professional Background

Marshall joined BridgeFT in January 2023, initially taking on the role of Customer Success Director before transitioning to his current position as Strategic Account Manager.3 This career move demonstrates his progression within the company and his ability to adapt to different roles in the financial technology sector.

Company Overview

BridgeFT, formerly known as Bridge Financial Technology, is a software company founded in 2016 that focuses on providing solutions for Registered Investment Advisors (RIAs).1 The company's mission is to improve the efficiency of financial advisors by offering software that automates office work and investment management tasks, allowing RIAs to scale their businesses and serve more clients while keeping costs low.1

Skills and Expertise

Given his role at BridgeFT, Marshall likely possesses:

  • Strong knowledge of financial technology and software solutions for RIAs
  • Expertise in account management, particularly for strategic and enterprise-level clients
  • Understanding of the needs and challenges faced by financial advisors
  • Skills in customer success and relationship management

Location and Contact

Marshall Aulick is based in San Diego County, California.2 While specific contact information is not provided, he can be reached through his LinkedIn profile under the username "marshallaulick".2

Marshall's role at BridgeFT places him at the intersection of finance and technology, working with a company that aims to revolutionize how financial advisors operate and interact with their clients.

Highlights

Jul 9 · linkedin

https://lnkd.in/gp_mrD-E

In Great Company on this list!!#wealthtec

Feb 13 · linkedin

#wealthtech

Related Questions

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Marshall Aulick
Marshall Aulick, photo 1
Marshall Aulick, photo 2
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Location

San Diego County, California, United States