Paul ResnikCEO, Suitable Advice Institute; Founding Shareholder, Transact, Finametrica, Seccl, Tokenbridge, at Serial Wealth Tech EntrepreneurSpeaker
Profile
Paul Resnik has been involved in financial services via a broad number of roles and businesses he worked in and/ or established over the last 50 years. Specifically he has been successfully building and marketing personal finance algorithms since 1984. In his latest incarnation he is a co-founder of risk profiling house FinaMetrica. FinaMetrica's psychometric tests and mapping methodologies, linking personal needs to multi asset portfolios, were developed for holistic financial advice and are scaled down to simple defensible single goal recommendations for Robo's and cyborgs advisors.
Agenda Sessions
It takes an ecosystem… Creating more sustainable value for the end investor – and our own businesses
, 12:00View Session