Pasadena, CA (July 29, 2015): Vertical Management Systems, Inc. (VMS) announced today that senior level executive, Bob Ward, joined the company as Chief Revenue Officer effective July 1, 2015.
“We are extremely pleased to welcome Bob to the company,” said VMS President and Chief Executive Officer Kevin Rafferty. “His expertise in driving profitable business expansion coupled with his relationships in the financial services industry make him a great addition to our team as we focus on accelerating our revenue growth and expanding the client footprint.”
Ward’s background includes more than 15 years of financial technology experience with management responsibilities across all functional roles. Ward is a current board member of Envestnet Retirement Solutions, FinaConnect, and Merriman Holdings. He is also an advisor to Fantex Brokerage Services and Saxon Securities. Prior to joining VMS, Ward founded RS Advisory Services which specializes in business model development and support for financial services providers and asset managers.
Before establishing RS Advisory Services, Ward was Chief Operating Officer (COO) for SunGard Wealth Management, which provides a range of solutions and services targeted at advisors, banks, retirement providers, broker dealers and corporations. Previous to his wealth management role, Ward was the COO for the SunGard Transaction Network. Under his leadership, the company surpassed $400 billion in total fund assets and burgeoned into one of the largest global financial services networks in the world. Additionally, Ward successfully propelled its business endeavors to EMEA and the Pacific Rim.
“Based on the technological advancements in the last twenty-four months, the current regulatory environment and the increasing support that wealth and retirement service providers need from vendors, VMS is in a great position to be a change agent in the space. VMS provides great technology at a great value to help their end clients, and I am excited to join the team.” said Ward.
About Vertical Management Systems
VMS is a technology innovation firm operating in the financial services space. Its accounting and process-and-control technologies are used to administer over $600 billion in retirement, trust, and brokerage assets. The company has locations in Pasadena and Irvine, California. For additional information, visit us at: www.vmsholdings.com.