Brian Shenson

Managing Partner and COO @ Rise Growth Partners Financial Services | Wealth Management | Technology

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Education

University of California, Berkeley

BA, Political Science 1992-08-01 - 1996-05-01

Work Experience

Rise Growth Partners

Current

Rise Growth Partners

Boston Consulting Group (BCG)

2022-05-01 - 2023-08-01

Boston Consulting Group (BCG)

Springboard Advisory Group, Inc.

2018-01-01 - 2022-05-01

Springboard Advisory Group, Inc.

Charles Schwab

2003-10-01 - 2017-03-01

Charles Schwab

Kivera

1998-08-01 - 2003-04-01

Kivera

Charles Schwab

1997-10-01 - 1998-08-01

Charles Schwab

eBenefits

1996-08-01 - 1997-07-01

eBenefits

Skills

Product Management Start-ups Software Development Business Development Strategy Customer Satisfaction Human Resources (HR) Professional Services Mergers & Acquisitions (M&A) Marketing Consulting Sales Small Business Business Strategy Management Consulting Mobile Devices Information Technology

Summary

I am a long-time participant in the US wealth management industry having had significant leadership roles across custody, digital wealth and consulting businesses. With over 20 years’ experience working with financial professionals, I have developed a deep understanding of the business fundamentals and operational underpinnings for delivering wealth management. I apply this deep industry expertise along with my passion for technology and innovation to help firms extend the reach, impact and resiliency of their digital solutions.

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