VRGL Appoints Veteran Fintech Executive Kyle Zasky as CEO to Drive Next Phase of Growth
TL;DR
Kyle Zasky's appointment as CEO of VRGL will drive innovation, enterprise growth, and strategic transformation in the financial technology sector.
VRGL offers tools to streamline investment proposal and client acquisition processes, including risk tolerance, statement aggregation, analytics, and proposal management capabilities.
VRGL's focus on empowering wealth management firms with holistic investment portfolio views and personalized client experiences contributes to a better wealth management industry.
Kyle Zasky's experience in scaling fintech businesses and leading with innovation at VRGL will revolutionize the wealth management industry.
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VRGL, a leader in client acquisition and investment proposal management solutions, has announced the appointment of Kyle Zasky as its new Chief Executive Officer. Zasky brings over 30 years of experience in the financial technology sector, with a proven track record of driving innovation, enterprise growth, and strategic transformation. His leadership is expected to propel VRGL into its next growth phase, focusing on expanding the platform's capabilities to meet the increasing demand from advisors and institutions.
Zasky's previous roles include Managing Director at J.P. Morgan Neovest and CEO of LayerOne Financial, which was acquired by J.P. Morgan. At LayerOne, he was instrumental in scaling the company into a comprehensive investment management platform for hedge funds. His extensive experience also includes serving as Operating Partner at SenaHill Partners and founding EdgeTrade, a pioneer in electronic trading that was later acquired by Knight Capital.
Adam Checchi, Managing Partner at Checchi Capital Advisors and VRGL Board Member, highlighted Zasky's appointment as a strategic move for VRGL. Checchi noted Zasky's expertise in scaling fintech businesses and building enterprise relationships as key factors that will drive VRGL's next chapter of growth and innovation.
Since its inception in 2021, VRGL has established itself as a market leader in streamlining client acquisition and investment proposal workflows for wealth management firms. With Zasky at the helm, the company aims to enhance its offerings and deliver greater value to the industry. VRGL's suite of tools, including risk tolerance assessment, statement aggregation, and automated proposal generation, empowers advisors to provide personalized and impactful client experiences, thereby accelerating client acquisitions and improving asset retention.
For more information about VRGL and its solutions, visit https://www.vrglwealth.com/.
Curated from News Direct
