Professional Summary
Professional Overview
Paul Thiessen is a seasoned technology executive with extensive expertise in the financial planning and wealth management industry. As the Chief Technology Officer at Conquest Planning Inc., he is responsible for driving the company's technological vision, leading the development of innovative software solutions, and ensuring the seamless integration of cutting-edge technologies into the firm's service offerings.
Experience Summary
Current Role
As the Chief Technology Officer at Conquest Planning Inc., Paul is instrumental in shaping the company's technological roadmap and overseeing the development and implementation of advanced financial planning and wealth management software. He is responsible for leading a team of talented engineers and architects in the design, development, and deployment of scalable, user-friendly platforms that empower financial advisors and their clients. Under his leadership, Conquest Planning has achieved significant growth and industry recognition for its innovative technology solutions.
Career Progression
Prior to his current role, Paul served as the Senior VP Technology at Conquest Planning Inc., where he was responsible for the overall technology strategy and infrastructure. Before joining Conquest, he held the position of Chief Technical Architect at Zywave, a leading provider of insurance and risk management software solutions. Earlier in his career, Paul spent 20 years as the Chief Technical Architect at EISI, a prominent financial planning software company, where he played a crucial role in the development and enhancement of their flagship products.
Academic Background
Paul holds a Bachelor of Science degree in Computer Science from the University of Manitoba, where he graduated with distinction.
Areas of Expertise
- Financial planning and wealth management software development
- Enterprise-scale technology architecture and infrastructure
- Agile software development methodologies
- Cloud-based solutions and SaaS deployment
- Data analytics and business intelligence integration
- Innovative product design and user experience optimization
- Effective leadership and team management
Professional Impact
Throughout his career, Paul has been instrumental in the development and implementation of industry-leading financial planning and wealth management software solutions. His technical expertise, combined with his deep understanding of the financial services industry, has enabled him to drive transformative projects that have significantly enhanced the efficiency and client experience for financial advisors and their clients. Under his leadership, Conquest Planning has achieved notable growth and industry recognition, cementing its position as a leading provider of innovative technology solutions in the wealth management space.
Conclusion
With over 30 years of experience in the financial technology industry, Paul Thiessen has established himself as a respected and influential technology leader. His dedication to driving innovation, fostering collaborative teams, and delivering cutting-edge solutions has made him a valuable asset to Conquest Planning Inc. and the broader financial services industry. As the Chief Technology Officer, Paul is well-positioned to continue shaping the future of financial planning and wealth management technology.
