Blog/ Product & Company

Wealthbox Expands Leadership Team with Key Hires

January 23, 2023

Key Hires Announcement

Today, we announced the addition of three new executives to the Wealthbox leadership team that now includes Erin Bickford as Vice President of Marketing, Shawn Preisler as Senior Vice President of Revenue, and Mike Leone as Vice President of Engineering.

Team Wealthbox has recently doubled our employee count to accommodate increased demand for our CRM from both retail and enterprise firms. With a bullish growth strategy amid CRM as the core, most-used, and most-integrated software in an advisor’s tech-stack, a company initiative has been adding experienced leadership to help manage Wealthbox’s fast growth and continue to deliver innovation for our customers.

Erin Bickford, Vice President of Marketing

Erin Bickford comes to Wealthbox from Global Payments, via its $500M acquisition of MineralTree, where she served as Director of Demand Generation. She previously held roles at Manulife/John Hancock and Adobe. In her role as Wealthbox VP of Marketing, Erin will grow the company’s demand generation program for scalability and continue to elevate the Wealthbox brand within the wealth management industry.

A headshot of Shawn Preisler.Shawn Preisler, Senior Vice President of Revenue

Shawn Preisler joins Wealthbox from Riskalyze where he was VP of Sales. He held previous roles at Advicent Solutions in sales management and at Cedar Creek Securities where he was CEO. In the new SVP of Revenue role, Shawn will be the driving force for growing existing business, identifying new business opportunities, developing strategic partnerships, and execution of all revenue-generating efforts.

Mike Leone, Vice President of Engineering

Mike Leone comes to Wealthbox from Wealthbase, the simulated stock trading app, where he served as VP of Engineering. Previously, Mike ran several consulting businesses, managing large-scale software projects for clients like Coca-Cola and Harvard University. As VP of Engineering at Wealthbox, Mike will oversee all software development projects, scaling and managing the company’s growing engineering team.

John Rourke, CEO & Cofounder

“We sought to round out our management team following our Series B financing last year, and we’re delighted to bring these talented professionals aboard,” said John Rourke, CEO of Wealthbox. “These key individuals will complement the Wealthbox team and help us scale our marketing programs, revenue operations, and engineering practices significantly.”

The new hires join the Wealthbox executive and leadership teams that include Jomin Bishop (VP of Sales), Amber Foreman (Head of Customer Success), Steve Carroll (Head of Product), Michal Kopanski (Head of Design), Jeff Mello (President & CFO), and cofounders Dan Ferranti (CTO) and John Rourke (CEO).

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