Shannon Rosic, Director of WealthStack Content & Solutions, welcomes Connor Coughlin, Chief Commercial Officer at Apex Fintech Solutions, to explore the evolving landscape of financial advising. Discover how Apex Fintech Solutions empowers advisors to thrive in today's dynamic financial environment.
Connor Coughlin has been an integral part of Apex Fintech Solutions for seven years, having previously served at AFS’ parent company, PEAK6 Investments. During his tenure at Apex, Connor has assumed various roles spanning analytics, strategy, business development, and corporate development.
Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.
For over a decade, Apex Fintech Solutions has been a trusted platform and ecosystem for the fintech industry. We provide long-term support to help clients navigate and shape the future of finance, enabling them to eliminate friction and transform the end-investor experience with innovations like fractional-share trading and robo-investing. Our technologies integrate easily and perform at scale, offering solutions in clearing, custody, advisory, routing, execution, and tax processing.
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