Shawn Preisler
SVP of Revenue
Shawn Preisler is an accomplished revenue leader with over 15 years of experience driving growth and profitability for financial technology companies. As the Senior Vice President of Revenue at Wealthbox, he is responsible for leading the company's sales, marketing, and customer success strategies to expand market share and deepen client relationships.
Professional Overview
Shawn is a seasoned veteran in the fintech industry, with a proven track record of consistently exceeding revenue targets and spearheading the successful implementation of innovative sales and go-to-market initiatives. His deep expertise in enterprise solutions, coupled with his strategic vision and exceptional leadership skills, have made him a valuable asset to the organizations he has served.
Experience Summary
Current Role
As the SVP of Revenue at Wealthbox, Shawn oversees all revenue-generating activities, including sales, marketing, and customer success. He has been instrumental in driving the company's growth and cementing its position as a leading provider of wealth management technology solutions. Under his leadership, Wealthbox has achieved record-breaking sales, expanded its client base, and enhanced its product offerings to better serve the evolving needs of financial advisors.
Career Progression
Prior to joining Wealthbox, Shawn held various sales leadership roles at Riskalyze, where he successfully grew the company's enterprise solutions business and helped it become a prominent player in the wealth management technology space. Before that, he served as the President and CEO of Cedar Creek Securities, Inc., where he leveraged his financial acumen and strategic vision to transform the firm into a thriving investment advisory practice.
Academic Background
Shawn holds a Bachelor of Science degree in Finance from the University of Wisconsin-Madison, where he graduated with honors.
Areas of Expertise
- Enterprise sales and account management
- Revenue growth strategy and execution
- Financial technology solutions
- Wealth management industry trends and best practices
- Collaborative leadership and team development
Professional Impact
Throughout his career, Shawn has been instrumental in driving significant revenue growth and market expansion for the organizations he has served. At Riskalyze, he spearheaded the development and implementation of a comprehensive enterprise sales strategy that resulted in a 30% year-over-year increase in the company's enterprise solutions business. At Cedar Creek Securities, Inc., he led the firm's transformation from a regional investment advisory practice to a nationally recognized wealth management firm, doubling its assets under management during his tenure.
Conclusion
Shawn Preisler is a strategic and results-oriented executive who has consistently delivered impressive revenue growth and market expansion for the organizations he has served. As the SVP of Revenue at Wealthbox, he is poised to continue his track record of success, leveraging his deep industry expertise and proven leadership abilities to drive the company's continued success in the dynamic fintech landscape.
