Cramer FinTech Directory
Categories We Cover: Advisor Transition, Advisory Platform, Compliance Registration, Compliance Oversight, Lead Generation, Life Insurance Platforms, Managed Account Platform, Metric/Business Intelligence, Planning – Estate Planning, Planning – Plan Monitoring, Succession Planning, Reporting
Our Company in 30 seconds!
Mike Pepe | Founder & Chief Strategy Officer | 216-235-0216 | mpepe@proformex.com |
Kris Beck | CEO | kbeck@proformex.com | |
Kelly Lytle | VP of Customer Experience | klytle@proformex.com | |
Steve Lance | VP Sales | 330-618-0329 | slance@proformex.com |
David Morris | CMO | 720-926-2709 | dmorris@proformex.com |