10.08.2017 to 22.08.2017
at P3
Equisoft appoints Shawn Gillespie as Business Development Manager for Wealth Management Solutions, USA
July 9, 2018

Montreal, July 9, 2018 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that Shawn Gillespie has joined the firm as Business Development Manager for Wealth Management Solutions, USA, effective June 25, 2018.


Gillespie has over 20 years of experience in the investment and financial technology industry, with proven skills in sales, application development management and the implementation of high-value platforms. Shawn will be responsible for driving growth of Equisoft’s WealthElementsTM solutions in the USA through the pursuit of new business opportunities with prospective clients and strategic partners.


“Shawn is a great addition to the team”, says Jonathan Georges, Vice President of Wealth Management Solutions for Equisoft. “His extensive knowledge of the investment and financial technology industry will be instrumental in helping us solve critical business issues for a whole new set of clients. We are confident he will be an asset in helping Equisoft expand its presence in the American market.”


Prior to joining Equisoft, Shawn served as Business Development Director at First Rate Inc.  Previously, he held various senior roles with organizations such as SEI Investments and Pershing/Albridge/BNY Mellon.  Shawn is a graduate of West Virginia University.


About Equisoft

Founded in 1994, Equisoft is a global provider of advanced digital solutions for the insurance and wealth management industries. Recognized as a valued partner by some of the world’s leading financial institutions, Equisoft develops and markets innovative front-end applications and offers extensive back‑office services including a unique data migration expertise. The firm’s industry-leading products include WealthElements, InsuranceElements, Kronos Finance, Kronos FNA, Personal Retirement Optimizer and RetireWare. With its business-driven approach, deep knowledge of the wealth management industry and state-of-the-art technology, Equisoft helps financial institutions tackle any challenge in this new era of digital disruption, from streamlining operational processes to enhancing advisor and investor experience. Equisoft has a growing team of over 360 specialized resources based in the USA, Canada, Latin America, South Africa and India.



José Quiroz, Marketing Manager, Equisoft, 1-888-989-3141, ext. 273, jose.quiroz@equisoft.com