NewswireToday - /newswire/ -
Plymouth, MN, United States, 2010/02/16 - ActiFi, Inc., a software and solutions firm serving the practice management needs of financial enterprises and financial advisors, has added Thomas Rozman to its executive team as Senior Vice President of Business Development.
In his new role, Rozman will be responsible for leading ActiFi’s strategic business and corporate development initiatives. He will forge and strengthen relationships with key strategic partners, focus ActiFi on cultivating enterprise-level accounts and enhance the company's strategic selling approach. Developing and deepening relationships with senior executives at major financial institutions who can dramatically enhance operational and financial growth using scalable software solutions is an area in which Rozman has vast experience.
“Tom is a superb addition to the ActiFi executive team,” said Spenser Segal, ActiFi’s chief executive officer. “Tom’s success as an entrepreneur developing enterprise-level software for financial institutions dovetails perfectly with our strategic direction. ActiFi and more important, our clients, will be well served by having someone of Tom’s talents and experience helping to solve complex business problems.”
Prior to joining ActiFi, Tom was co-founder, president and chief executive officer for Investigo Corporation, which was acquired by Broadridge Financial Solutions in 2008. Prior to founding Investigo, Rozman was a vice president for Merrill Lynch & Company, most recently in the firm's Capital Markets, Strategic Institutions Group. He is also a Chartered Financial Analyst.
"I am excited to join the ActiFi team and appreciate the confidence that Spenser has in me," stated Rozman. “I look forward to building on the strong foundation in place at ActiFi and driving greater growth and success."
A native of Minnesota, Tom earned a Bachelor’s degree from St. Olaf College, and is also a graduate of The University of Chicago Graduate School of Business where he earned his MBA with Honors distinction.
ActiFi™(actifi.com) is a software and solutions company focused on delivering scalable practice management programs to the financial services industry. By implementing ActiFi’s proven people, process, and technology solutions based on research, best-practices, and industry benchmarks, clients run more effective and profitable businesses.