Wealthbook Names Miles Healey as CEO Brings Two Decades of Innovation to Startup

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Wealthbook, a leading provider of online financial planning for families and their trusted professional advisors, today announced that Miles Healey has been named to serve as the company’s chief executive officer.

Wealthbook, a leading provider of online financial planning for families and their trusted professional advisors, today announced that Miles Healey has been named to serve as the company’s chief executive officer.

Miles brings almost 20 years experience strategically and profitably building businesses and working with emerging technologies. His professional background has provided significant experience in management, strategic planning, marketing and sales in domestic markets. For the past nine years Miles has been with Nuveen Investments as a Senior Vice President, most recently serving as the head of their Registered Investment Advisor business.

The appointment marks a turning point for Wealthbook, which has successfully weathered the
two-year economic downturn that had a deep impact on the financial services industry.

“Miles rose to the top in our search for a strong leader who could help take Wealthbook to the next level and leverage the success we have had in the RIA, Family Office, and other Advisory Marketplaces,” said John Birrenkott, founder and president. “We’re excited about seeing how his vision for Wealthbook impacts our online solution, our corporate messaging, and our strategic direction and partnerships. We’re fortunate to find an executive of this caliber with such a deep professional background within the RIA marketplace and remarkable track record of success.”

He will begin his new duties immediately. His appointment follows the addition of a significant client, MFS Investments, Lido Advisors as well as several Wealthbook milestone releases.

Miles stated. “I look forward to joining this dynamic team with this exceptional product that will change the way clients and providers manage their financial, tax and estates planning relationships. Clients finally can gain control of their assets, and quarterback their team of trusted advisors to improve and optimize the results they desire to achieve for growing and controlling their assets and liabilities”.

About Wealthbook (http://www.wealthbook.com)
Wealthbook is the only online financial site that allows networking, collaboration and sharing for professional advisors. With Wealthbook, advisors have an efficient way to expand their referral network by working with clients and their clients’ advisors. Backed by world-class customer support and stringent security measures, Wealthbook is helping professional advisors grow their business and create lifelong relationships through elevated client service.

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