Pascal Financial, an emerging wealthtech leader, has announced the full-time appointment of investment industry leader Howard Atkinson as Chief Business Officer. As the wealth management industry grapples with changes accelerated from COVID-19, Atkinson will focus Pascal’s team on rapidly deploying it’s fully integrated, AI-powered wealthtech platform across three key wealth industry markets: IIROC & MFDA Dealers, Portfolio Managers and Financial Advisors.
Atkinson, who initially joined the Pascal team in March as Chief Strategic Advisor, will report directly to Pascal’s CEO in his new role and oversee a highly experienced management team. Recognized as an innovation leader within the investment industry for more than three decades, Atkinson will be building on a series of major milestone announcements over the first two quarters of 2020 and fuel Pascal’s growth as it delivers the integrated digital technology advisors need for success in a socially distanced business environment.
“I am delighted to announce that Howard will be joining our dynamic team in a full-time capacity,” said Frances Zomer, CEO of Pascal. “He is a proven entrepreneur and will provide leadership and expertise in sales, marketing, business development and corporate strategy. Our team is built around talented individuals with deep expertise and relationships, and Howard’s incredible vision and leadership will help them accelerate our growth in key markets.”
“I am really looking forward to working with the Pascal team as it becomes the wealthtech leader in North America,” said Atkinson. “As an advisor to Pascal over the past four months, I quickly recognized what an amazing management team Pascal has and how powerful the technology platform is. A client’s financial world can be quite complex. Advisors need wealthtech solutions to run effective, efficient and compliant practices which empower wealth professionals to help their clients achieve their life goals.”
About Pascal WealthTech
Pascal WealthTech launched the only fully integrated, AI-powered digital wealth management platform built for advisors in Canada in the first quarter of 2020, with future launches planned for the U.S. and Cayman Islands. Led by a senior management team with more than 100 years of financial services industry experience, Pascal changes the game for wealth management firms. With proprietary AI investment algorithms, design-first mentality and robust portfolio management tools, Pascal delivers the innovation investment managers need to effectively scale their operations, exceed the expectations of 21st century investors and grow their businesses in a time of digital disruption for the financial services industry.
Learn more at: www.pascalwealthtech.com
Douglas Anweiler, VP, Marketing