Fi-Tek
Danielle Gogan is an experienced professional in wealth management, currently serving as the Director of Wealth Management Solutions at Fi-Tek since June 2015. Prior to this role, Danielle held the position of Assistant Vice President in Relationship Management and Wealth Consulting at Concord Trust & Wealth Solutions, Fortigent, and LPL Financial from 2007 to May 2015, managing over $1 billion in UMA assets and developing the UMA Manager Program. Earlier in career, Danielle was a Marketing Manager at Estabrook Capital Management LLC from September 1998 to July 2007, where collaboration with the Director of Marketing led to the acquisition of over $1.4 billion in new assets. Danielle holds a Bachelor's Degree from St. John's University.
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Fi-Tek
Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting requirements of Hedge Funds & other securities partnerships. Fi-Tek also renders a complete gamut of Operations Outsourcing services leveraging its cutting-edge technology platforms. In business for almost two decades, Fi-Tek has established several long-standing client relationships with a wide spectrum of financial institutions that include Private Banks, Trust Banks, Wealth Managers, RIAs, Hedge Fund Managers & Administrators and Family Offices. Fi-Tek has 450 clients worldwide, ranging in size from $200 Million to $80 Billion, with a combined AUA of over $1.3 Trillion. Product innovation and client orientation have been and continue to serve as the pillars of Fi-Tek’s success. Product platforms have been built and augmented through the years using state-of-the-art technology, extensive domain knowledge and insights derived from key clients & partners. Fi-Tek has a scalable global business model with best-in-class infrastructure and facilities across the world. Being ISO 9001:2008 certified and engaging in SSAE 16 SOC1 Type II Audit annually, Fi-Tek follows industry standard best practices in all business functions including development, implementation & support. Fi-Tek’s global resource pool consists of top-notch professionals from varied disciplines, including highly skilled analysts & programmers, technologists, MBAs, and CPAs who render the organization with an ideal blend of technical skills & domain expertise. For more information, please visit www.fi-tek.com