FusionIQ
John Kimbro has over 30 years of experience in the financial services industry. John began their career in 1989 as an Account Executive/Registered Representative at Stuart James Investment Bankers. In 1990, they joined Bank of America as a Senior Tech Manager, where they were responsible for the design, integration, development, vendor management, and implementation of all retail brokerage technologies. In 2001, John joined Fidelity Investments, where they held a variety of roles, including Technology Consulting/Solutions Architecture, IT Transformation Lead for Product Model Approach, and Head of Advisor/Investor Platform - Clearing (NFS). In 2022, John became a Consulting Partner at GreenLine Consultants LLC and Chief Technology Officer at FusionIQ.
John Kimbro obtained a BBA in Finance, General from the University of Georgia - Terry College of Business between 1984 and 1988. In March 2018, they obtained a certification in Cloud Architecture: Core Concepts from Lynda.com.
FusionIQ
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FusionIQ makes it easy for financial advisors and institutions to become digital wealth leaders. The intuitive, all-in-one FusionIQ One platform has four easy to implement modules – Digital Advice, Self-Directed, Digital Model Marketplace, and finTAMP – making digital transformation hassle free. FusionIQ One’s simple, pay as you grow approach, makes it easy for credit unions, banks, portfolio managers, and investment dealers to scale and win. Deliver the digital experience your clients and advisors want and get the workflows and process automations you need to grow. With white label integrations complete in as little as six weeks, it’s easy to see why FusionIQ’s integrated multi-custodian platform is quickly becoming the digital solution of choice for advisors and institutions.