Smartleaf
Bob Leaper is a seasoned business development executive with extensive experience in the financial services and technology sectors. Currently serving as a Sr. Business Development Executive at Smartleaf Asset Management and Smartleaf, Inc., Bob has played pivotal roles in enhancing sales strategies and client acquisition for various SaaS solutions and services. As a Founder and Principal Consultant at PanoVista.co LLC, consulting on sales and marketing strategies, Bob has engaged with multiple firms, including FinTech Studios and FinMason, where significant growth in revenue and market presence was achieved. Educational credentials include a BA in Zoology from Drew University and a graduate program at Stanford University Graduate School of Business.
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Smartleaf
Smartleaf is an automated portfolio rebalancing platform, designed to deliver exceptional tax management and customizations at unprecedented scale.