A leader is one who knows the way, goes the way, and shows the way.- John C. Maxwell
Phil has taken on positions with increasing responsibility throughout his career, pioneering his way through the technology industry. Previously, he held a variety of senior leadership positions including managing director of Vista Consulting Group, the operating arm of Vista Equity Partners and senior vice president of Sum Total Systems. Phil holds a Bachelor’s degree in Management and Marketing from Rockhurst University and an MBA from the University of Notre Dame.
Phil served as Chair of the Board of Directors for Sales Empowerment Group, and is active in volunteer and community work within the Milwaukee area where Advicent is headquartered, including raising funds and awareness for Children’s Hospital of Wisconsin.
What does innovation mean to Phil?
"Go to Wikipedia, go to Google, go to anywhere on the internet – everyone has their own definition of 'innovation.' To me, it is this – challenging yourself to find new ways to solve a problem versus admiring the problem or simply doing what everyone else is doing."
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Angela leads the global strategy for the entire Advicent client engagement and experience program, including marketing, sales, professional services, and support. She enjoys working toward a common mission and helping to form our corporate strategy and operational programs. Additionally, she strives to develop leaders across the business and building long-term, strong relationships with our customers around the globe. Angela holds a Master of Business Administration from Alverno College and a Bachelor of Business Administration in entrepreneurship from the University of Wisconsin–Whitewater.
Angela married her high school sweetheart and now loves to spend time with their children, as well as her extended family. Some of her favorite things to do are weekend road trips throughout the U.S. and traveling to warm locations during the cold Midwest winter months.
What does innovation mean to Angela?
“Innovation happens when we rethink the possibilities of what a motivated team of people can do. Whether we are innovating a process, product or entire industry, power comes when creative minds work together and have fun along the way.”
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As CFO, Todd manages all the back office functions at Advicent, including accounting, finance, sales operations, IT, legal, and HR. He focuses on driving business health across the entire organization through employee engagement, financial health, and technical stability, including day-to-day and strategic leadership in these functions on a global basis. Todd has also worked in various finance and business development roles at SoftwareONE, RedPrairie, and Rockwell Automation and spent four years on the audit team at KPMG Peat Marwick. Todd received his Bachelor of Arts in Accounting and Criminal Justice from Carthage College.
In addition to his position at Advicent, he is a member the Wisconsin Institute of Certified Public Accountants (WICPA). Todd likes to spend his time away from work with his wife and three boys on their hobbies such as playing baseball, basketball, football, and golf, as well as swimming, water skiing, and tubing. He is also a self-proclaimed trivia buff – particularly in the sports and music categories.
What does innovation mean to Todd?
“To me, innovation is thinking about a problem in a different way in order to solve it. Sometimes you have to think outside the box and being innovative allows you to do that.”
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As chief operating officer of our EMEA organization, Peter is involved in almost every aspect of the day-to-day and strategic business operations. He leverages his experience as a financial advisor and manager to spearhead operations for the Advicent EMEA organization. Prior to Advicent, Peter held a number of roles at Figlo, most recently serving as chief operating officer for Figlo. Peter holds a degree from the Universiteit Leiden.
Peter enjoys filling his time away from home by participating in his many hobbies. His favorite activities include cooking, and tinkering with watches and other gadgets. In addition to his position at Advicent, Peter is a volunteer at the Rugby Club of The Hague.
What does innovation mean to Peter?
“For me innovation means creating ideas, solutions, and products that are new and surprising, as well as add value.”
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With over 12 years of experience delivering investment products and digital solutions to investors, George Fischer currently serves as senior vice president, global product at Advicent. George brings a strong vision to our global product strategy through our product development, user experience and business analysis teams.
Prior to joining Advicent, Fischer was the Senior Vice President of Trading, Margin Lending and Cash Management for E*Trade Financial where he was the head of the active trading, margin lending, and cash management lines of business for the firm. He also founded the telecommunication software company NetAdvantage and held management consulting roles with Navigant Consulting. Fischer holds a Masters of Business Administration from the University of Chicago Booth School of Business and Bachelor degrees in Engineering and Government & International Studies from the University of Notre Dame. Fischer also holds FINRA series 3, 4, 7, 24, 34 and 63 licenses.
George is currently an independent advisor to Trade Ideas, a software company who provides market data, education, trading analytics, and artificial intelligence to investment advisors and individual investors, and a lifetime member of Beta Gamma Sigma, a business honor society that recognizes the most outstanding students of business school institutions.
What does innovation mean to George?
“Innovation is a culture, and a common thread that links us all innately to the unexpressed desires of our customers. The true impetus to innovation is the intellectual rigor that we all possess to view things differently, throw away accepted solutions and push the limits of technology to do what has previously not been possible. We don’t often notice innovation until it has already happened, but it occurs spontaneously every day.”
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Cheryl is a cross-functional collaborator that leads the execution of strategic initiatives based on the needs of the business. Previously, she worked at Advicent and Zywave in a number of roles, most recently in product management. Cheryl received her Bachelor of Business Administration cum laude in management information systems from the University of Wisconsin – Oshkosh, a product management certification from the University of Wisconsin – Madison, and is Pragmatic Marketing certified.
Outside of work, Cheryl loves to take part in fitness-related activities and spend time with her family. She also likes to attend as many live music and theater shows as she can. She has worked with many philanthropic organizations including American Cancer Society, Food Pantry, and both Locks of Love and Pantene Beautiful Lengths.
What does innovation mean to Cheryl?
“When creativity meets simplicity in a manner that solves everyday challenges.”
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Ken provides guidance and leadership for the research and development and professional services departments. Previously at Advicent he held several roles in development and professional services in North America and Europe. He has also worked as a medical device engineer and researcher for both private industry and regional health systems. Ken holds a Bachelor of Science in Electrical Engineering from the University of Pittsburgh.
Ken enjoys working with all things technology. However, when he is away from the office, he enjoys shifting his focus to his hobbies like running and cooking. Ken is also our in-house Advicent rock star and loves to play electric guitar.
What does innovation mean to Ken?
“To me, innovation is a mindset and process where obstacles and problems are overcome by using a widely differing perspectives and unorthodox or untested ideas. Innovation requires an appetite to approach things differently, a daring to disrupt, and the discipline to remain true to a mission and vision.”
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