Robert Madej

Robert Madej

CEO at PureFacts Financial Solutions Inc.
Toronto, Ontario, Canada

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Work Experience

PureFacts Financial Solutions Inc.

CEO

1997-05-01 - Present

LYNXDev Inc.

President

1999-11-01 - 2009-05-01

Skills

fee calculation adhoc reporting client facing portal client statement generation contact relationship management performance calculation data aggregation data analysis portfolio accounting wealth consulting change management process optimization regulatory compliance investor research advisor research advisor training investor lens communication customer journey mapping digital transformation ux strategy statement optimization applied innovation insightsasaservice artificial intelligence ai big data machine learning fees billing retirement income insights solution salesforce asset decumulation scaleable growth applied insights goalsbased investing digital onboarding revenue management api integration

Languages

English