EZRA - Key Persons
Job Titles:
- CEO
- Founder
- Business and Technology Strategy Consultant
- Member of the Advisory Board of Absolute Engagement
- Member of the Advisory Board of Intergen Data Inc
- Member of the Advisory Board of Pulse360
Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology. He is the founder and CEO of Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity and fintech firms.
Craig is a member of the advisory board of Absolute Engagement, a leading global research firm focused on increasing client retention and referrals within the financial services industry. The company was founded by Julie Littlechild in 2014 and conducts in-depth research into client and team engagement and develops training classes to help financial advisors and enterprises dive deeper engagement and growth in their business.
Craig is also a member of the advisory board of Pulse360, a startup fintech that is revolutionizing how financial advisors plan, prepare for, deliver and follow-up on client meetings. Their application streamlines every step involved in client meetings with advanced automation that improves efficiency and connectivity to popular CRMs that eliminates double data entry.
Craig is also available for speaking engagements, panels, and expert commentary in the press. Contact us for availability.
Job Titles:
- Program and Project Manager
Job Titles:
- Senior Wealth Management Consulting Partner
Hannah is a solutions-oriented, resourceful project and operations manager with 10+ years of experience managing projects and leading organizational excellence.
Job Titles:
- Wealth Management Strategist and Consultant
Job Titles:
- Founder of RIAOasis, Technology Strategist, Consultant
Job Titles:
- Technology and Project Management Professional With Extensive Experience in Financial Services Encompassing Wealth Management, Capital Markets and Treasury Services.
Job Titles:
- Founder of Strategic Tech Consulting, Chief Information Officer, Strategy Consultant, Author
Job Titles:
- Senior Technology Consultant
Job Titles:
- Founder of Mr. SharePoint, Principal Solutions Architect, Consultant
Sheena is a talented, results-oriented marketing Professional with a proven record of planning and coordinating complex marketing automation campaigns.
Job Titles:
- Managed Accounts Consultant