Advicent CEO and leadership

Advicent is the leading provider of financial planning technology across the globe. In fact, it is the largest SaaS vendor in its space, servicing the needs of about 150,000 financial professionals worldwide -- most of which work within the largest financial institutions across the globe. At Advicent, there is a specific objective for the Chief Operating Officer: to radically transform and continuously improve the customer experience.

As the leader of Sales, Marketing, Professional Services, and Support -- growth, customer satisfaction, and retention are the chief priorities for Stich. Considering this, he has one goal: to develop a team of exceptional customer experience (CX) leaders across the globe, empowering them with the latest industry-leading methodologies in strategic planning, customer success, and business development to successfully grow Advicent, the leading provider of SaaS technology solutions for the financial services industry, into a world-renowned brand. Published in numerous global outlets including the Journal of Financial Planning, Wealthmanagement.com, Investopedia, ThinkAdvisor, and bobsguide as well as being featured on Reuters, FinTech TV, Financial Advisor IQ, Asset TV, and InvestmentNews, Stich has swiftly become a thought leader in the FinTech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor in a rapidly-changing industry.

Prior to Advicent, Anthony spent most of his career in the financial services industry, leading the marketing group at Bank Mutual as well as performing national marketing and go-to-market functions between his roles at Guaranty Bank and AIG VALIC.

Specialties: Customer Experience, Customer Success, Value-Based Selling, Solution Selling, Business Development, Lead Generation, Account-Based Marketing, Content Development, Creative Direction, Branding, Re-Positioning, Graphic/Web Design, Marketing Strategy, Social Media, Campaign Coordination, Project Management, and Public Speaking.

Carrie King is a Chief Financial Officer at Advicent Solutions.

Experienced Vice President with a demonstrated history of working in the marketing and advertising industry. Skilled in Budgeting, Reporting, Accounting, Forecasting, Building Teams, Process Improvements and System Implementation. Master of Business Administration (M.B.A.) focused in entrepreneurial finance at Northwestern University - Kellogg School of Management.