FusionIQ
Peter Brittain has a diverse work experience, beginning in 2015 as Treasurer of Pi Kappa Alpha Lambda Kappa Chapter. In 2016, they took on a Summer Intern role at MSC Mediterranean Shipping Company, as well as a Finance and Accounting Intern role. In 2017, they joined Olden Lane as an Associate. In 2020, they began working as a Consultant at IQvestment LLC, and in 2021, they became Head of Business Development at FusionIQ, followed by Business Development Manager and Digital Sales roles.
Peter Brittain attended The Taft School from 2009 to 2013 and then went on to receive a Bachelor of Business Administration (B.B.A.) from the College of Charleston between 2013 and 2017. Peter also obtained the Series 63 and Series 7 certifications from FINRA.
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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.