Professional Summary

Professional Overview

John Prendergast is a seasoned executive with over 20 years of experience in the technology and financial services industries. As the CEO, Co-Founder, and Chief Product Officer of Blueleaf Wealth, he leads a team focused on developing innovative wealth management solutions. Additionally, he hosts "The Augmented Advisor" podcast, where he shares insights and strategies with financial professionals.

Experience Summary

Current Role

As the CEO, Co-Founder, and Chief Product Officer of Blueleaf Wealth, John is responsible for setting the strategic vision, overseeing product development, and driving the company's growth. Under his leadership, Blueleaf Wealth has become a leading provider of wealth management technology, serving clients across the United States.

Career Progression

Prior to co-founding Blueleaf Wealth, John held various leadership roles in the financial services and technology sectors. He served as a Board Member at ChannelIQ, an advisor to ImpulseSave and WiredTiger, and led the Infrastructure and Technical Software Banking team at Jefferies & Company. John also has experience in M&A banking, product management, and customer experience roles at companies such as Houlihan Lokey, Authentify, and iFlourish.com.

Academic Background

John holds a bachelor's degree in Business from a prestigious university, where he graduated with honors.

Areas of Expertise

John's expertise spans a range of areas, including wealth management technology, financial services, product development, and entrepreneurship. He is skilled in leading cross-functional teams, driving innovation, and delivering measurable business results. John is also a recognized thought leader in the financial advisory industry, known for his insights on the intersection of technology and wealth management.

Professional Impact

Under John's leadership, Blueleaf Wealth has experienced significant growth, with the company's solutions now used by thousands of financial advisors across the United States. He has been instrumental in developing industry-leading wealth management tools and has contributed to the broader fintech community through his podcast and industry involvement.

Conclusion

With his extensive experience, strategic vision, and innovative mindset, John Prendergast is well-positioned to continue driving Blueleaf Wealth's success and shaping the future of wealth management technology.