We strive to deliver the right solutions at the right time in order to help our customers provide the best service possible.
Robert J. Kirk
Founder & CEO
Rob is a Financial Services industry executive with over 28 years of experience in Brokerage, Wealth Management, and Clearance & Settlement. Throughout his career he has developed business aligned solutions that are built around the fast-paced evolution of technology and innovation. Previously, he was the Principal Consultant for Wealth and Brokerage at Mphasis, a Blackstone Company – where he drove over $100 million in business value to their clients and the firm. Prior to that he was the Chief Information Officer for 1st Global, a top 40 independent broker where he was responsible for all technology and advisor tools to more than 400 CPA & Legal firms with 1,100 independent financial advisors with assets under control of approximately $20 Billion.
As CEO, Rob is responsible for establishing, growing, and providing proprietary AI – machine based learning that helps companies identify when their clients are likely to have important Life Events occur, what they could be, and how much of a financial impact that each could represent.
George is a 26-year veteran in the industry where he has served as Chief Financial Officer of Penson Technologies, LLC since 2012 where he holds responsibility for all financial operations. Prior to his current position, Mr. Abdalla held various roles during his eleven-year tenure at Penson Worldwide, Inc. (PWI) and was a key contributor in domestic and international business planning, financial projections and analysis, acquisitions, and public and private offerings. While serving as SVP of International Business at PWI, he was responsible for the oversight of all international entities, including Canada, Great Brittan, and Australia.
As CFO, George is responsible for strategic business planning, financial forecasting, budgets, establishing core financial processes/reporting requirements, and the preparation of all financial reporting.
A Global Executive Level Program Leader and Senior Architect and with over 20 years of experience across a variety of industries and functional areas. Will has developed and managed multi-geography product roadmaps for complex multi-release implementations. He has deep experience in managing large distributed teams including on/offshore delivery in a 24x7 follow the sun model.
As CTO, Will is responsible for all technology (physical, virtual, and cloud) that includes Artificial Intelligence, Machine learning (supervised and unsupervised), n-Tier architecture, API infrastructure, and the cleverDome cyber-security platform.
VP, Product & Engineering
Jim is a Senior Level veteran with 28 years of experience in financial services as both a business and technology leader. Jim has delivered industry-leading 3rd platform digital solutions including an RIA custodian dashboard/app store, low-latency trading platform, Wealth Management enterprise social community, Cloud-Based SaaS Alternative Investment CMS Platform, Capital Markets content mgmt & distribution, B2E IT EUC self-service application, FS Enterprise Search, monolithic API transformation to microservices, PaaS (PCF) Strategy / Roadmap / Implementation.
As VP, Product & Engineering, Jim is responsible for utilizing his core skills to help operationalize and scale the InterGen Data offering.
Marketing & Social Media
A recognized Digital Leader and Influencer with a demonstrated history of working in the financial services industry and higher education. Skilled in Digital Strategy, Social Media, Search Engine Optimization (SEO), Business Planning, Sales, and Communication. Strong marketing professional with a Master of Arts (MA) focused in Graphic Communications Management and Technology from New York University.
As Head of Marketing, Tina is responsible for all media relations, marketing, and social media.