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Wealth Access CEO and executives

Executive Summary. Based on our data team's research, David Benskin is the Wealth Access's CEO. Wealth Access has 30 employees, of which 13 are in a leadership position.
Here are further demographic highlights of the leadership team:
  • The Wealth Access executive team is 33% female and 67% male.
  • 69% of the management team is White.
  • 13% of Wealth Access management is Hispanic or Latino.
  • 11% of the management team is Black or African American.
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Name & TitleBio
David Benskin

Founder & CEO

David Benskin's LinkedIn

Wealth Access is a revolutionary online platform that helps high net worth individuals and their advisors better understand and manage wealth. The software's permission-based technology and customized access features combine to deliver a smart, simple and sharable view within the only personal virtual wealth management platform on the market. Developed by a former advisor with expertise in the complexities of high net worth individuals-and knowledge of technology from an advisor's perspective-Wealth Access aggregates information from more than 20,000 financial institutions and other sources to help investors and their advisors gain a holistic view of their money and make smarter investment decisions. The result is a sophisticated but simple balance sheet view of detailed assets and liabilities among other valuable features. For more information, visit http://wealthaccess.com/.

Jeff Bloedorn

Chief Revenue Officer

Jeff Bloedorn's LinkedIn

Jeff Bloedorn is a Chief Revenue Officer at Wealth Access Inc and is based in Milwaukee, Wisconsin. He has worked as VP, National Sales Manager, Wealth Management Solutions at METAVANTE TECHNOLOGIES and VP, Strategy & Business Development, Wealth Outsourcing Solutions at Fahim Shams. Jeff attended University of Wisconsin Oshkosh between 1982 and 1986 and KELLOGG SCHOOL OF MANAGEMENT.

Brandi Zinn

Product Manager

Jackie Payne

Enterprise Project Manager

Kevin Moore

Product Manager

Victoria Lubnik

Vice President of Business Development

Cameron Taylor

Chief Product Officer

Cameron Taylor's LinkedIn

Cameron Taylor is a Chief Product Officer at Wealth Access Inc and is based in Greater Boston Area. He has worked as Vice President at BANK OF NEW YORK MELLON CORP, Business Analyst at Bank of America, and Business Analyst / Technical Analyst / Web Developer at Aman Darolia. Cameron studied at Fuqua School of Business between 2006 and 2008, Lehigh University between 1995 and 1999, and Lehigh University between 1999 and 2000.

Brian Semitekol

Chief Financial Officer

Brian Semitekol is a Chief Financial Officer at Wealth Access Inc and is based in United States. She works or has worked at Private Capital Alliance and Shareholder InSite Inc. Brian studied at San Diego State University - SDSU.

Chris Haley

Board Member

Joe Maxwell

Board Member

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Wealth Access founders

Name & TitleBio
David Benskin

Founder & CEO

David Benskin's LinkedIn

Wealth Access is a revolutionary online platform that helps high net worth individuals and their advisors better understand and manage wealth. The software's permission-based technology and customized access features combine to deliver a smart, simple and sharable view within the only personal virtual wealth management platform on the market. Developed by a former advisor with expertise in the complexities of high net worth individuals-and knowledge of technology from an advisor's perspective-Wealth Access aggregates information from more than 20,000 financial institutions and other sources to help investors and their advisors gain a holistic view of their money and make smarter investment decisions. The result is a sophisticated but simple balance sheet view of detailed assets and liabilities among other valuable features. For more information, visit http://wealthaccess.com/.

Wealth Access board members

Name & TitleBio
Chris Haley

Board Member

Joe Maxwell

Board Member

Rick Holton Jr.

Board Member

What employees say about the executives at Wealth Access

Employee reviews
profile
1.0
A zippia user wrote a review on Oct 2023
Pros of working at Wealth Access

Diverse and growing team

Cons of working at Wealth Access

Extremely unorganized and ego driven leadership. Absolutely no respect for the well being of their employees.

Wealth Access benefits

Unlimited PTO… when you can take it

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Wealth Access executives FAQs

Zippia gives an in-depth look into the details of Wealth Access, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Wealth Access. The employee data is based on information from people who have self-reported their past or current employments at Wealth Access. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Wealth Access. The data presented on this page does not represent the view of Wealth Access and its employees or that of Zippia.

Wealth Access may also be known as or be related to Wealth Access, Wealth Access Inc and Wealth Access, Inc.