Senior Strategic Consultant
Mike Golaszewski is a senior financial services and technology strategist with more than twenty years experience in brokerage, wealth management, and consumer banking. In 2007, he led the development of Schwab Advisor Center, the largest custodial technology platform in the industry representing over $1.25T in client assets. He was later responsible for managing Pershing’s NetX360 platform—representing $1.5T in global assets—and also served as the Head of Product and Technology for Black Diamond, an independent business unit of SS&C/Advent and one of the largest providers of investment reporting and rebalancing solutions to Registered Investment Advisors and Independent Broker Dealers.
Mike’s background includes leadership roles in product management and marketing, technology development, and service and operations. He specializes in business and product strategy, business process optimization, program management, and tactical execution. He has developed a reputation for driving high-quality delivery, allowing the organizations he serves to meet their business and strategic objectives.
Mike grew up primarily in Colorado and received a B.A. in Journalism and B.S. in Communication from Arizona State University. He is an avid traveler, skier, and scuba diver but more recently has become an avid teacher and student of his adopted twin boys. He currently lives in the San Francisco Bay Area with his fiancée and their two toddlers.