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Shawn Gillespie

Taking A Customer-Centric Approach in Financial Services

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How to Increase Wholesaler Effectiveness and Add Value to Advisor Practices

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Shawn Gillespie

Vice President, Wealth Solutions USA

Shawn has over 23 years of investment and financial technology experience. He’s an expert in consultative approaches to implementing digital transformations.

  • 23+ years investment and financial technology experience
  • Expertise in performance measurement, client reporting, asset allocation, financial planning, and CRM
  • Supported dozens of organizations in modernizing their technology stack

As Vice President of our Wealth Solutions team in the United States, he is currently leading our largest strategic partnership agreements within the Fintech space. Our clients rely on his expertise and consultative approach to implement their digital transformations. A graduate of West Virginia University, Shawn is committed to supporting the strategic modernization roadmaps of our financial services clients.