Navigating the tech world easily, John O'Connell transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of The Oasis Group, John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate their growth trajectories.

In this not-to-be-missed episode, recorded live from Schwab IMPACT, John and I delve deep into the mind of a visionary who's not just leading the charge but rewriting the playbook of technological evolution. John's odyssey is nothing short of legendary from his early days of coding wizardry to architecting the future of data management with industry behemoths like Sybase and Oracle. 

As a vanguard in the database revolution, he's sculpted the landscape of customer relations and data management, turning complex challenges into groundbreaking triumphs.

But hold onto your seats because John's saga doesn't stop there. 

In 2019, John founded The Oasis Group, and as CEO today, steering asset managers, independent broker-dealers, and registered investment advisors through the digital transformation of the 21st century. John was named to the  InvestmentNews Hot List last year and his work was featured in the T3 Technology Tools for Today T3 2024 Conference stage along with Joel Bruckenstien and Survey. 

So, plug in, ignite your curiosity, and prepare to be captivated by a tech entrepreneur who's not just walking the tech talk but is blazing a trail for the digital titans of tomorrow. Our conversation with John will help redefine your perspective on technology and leadership in the suite. 

Links
- John O'Connell - LinkedIn
- The Oasis Group - Website
- "Rise of The Activist Investor" - Amazon Page
- T3 Technology Tools for Today 2023 Survey - Link to Survey

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When it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew.

With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon's stroke of genius is shaping the future of asset management in unprecedented ways. Devon is the founder and CEO of AssetLink (formerly DFD Partners), a data-driven distribution platform to help smaller, demographically underrepresented asset managers scale up their distribution strategies. Devon is named among Wealth Management.com's coveted list of "10 to watch in 2024."

In today's enlightening episode, recorded live from Schwab IMPACT, Devon discusses the inception of DFD - Diligence Fund Distributors - the company he founded in 2021. We also get an insider's view into DFD's platform, AssetLink, the first-of-its-kind AI-powered, bidirectional platform for investment discovery. AssetLink, approved on Schwab's platform, is transforming how asset managers and advisors connect, offering a dynamic, intelligent solution for investment matching.

Devon's platform has already attracted the attention of major players like JP Morgan, American Century Investments, Ritholtz Wealth and others. Today, AssetLink boasts participation from 67 asset managers and over 7,400 advisors, marking a new era in asset management collaboration.

In our compelling dialogue, Devon emphasizes the transformative power of technology, not only as a tool for efficiency but as a catalyst for equality and community-building within the financial advisory landscape.

For transformative leaders bold enough to tackle the status quo like Devon, today's conversation with Devon illustrates the transformative power of what it means to be forward-thinking In The Suite.

Links

• AssetLink - https://assetlink.ai/
• DFD Partners - https://dfdpartners.com/
• Devon Drew LinkedIn - https://www.linkedin.com/in/devon-drew-cima%C2%AE-crpc-4b63111a/
• Devon Drew X - https://twitter.com/DevonDFD
• Devon Drew Instagram - https://www.instagram.com/devongdrew/

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com

Are you ready for a life-changing story? In this episode, In The Suite host, Tina Powell shares her incredible story of survival and strength that will leave you inspired. 

Tina's journey took an unexpected turn when she was diagnosed with non-small cell lung cancer. She underwent a life-saving robotic lobectomy procedure and shares her mental healing process, remarkable resilience, and faith.

Tina Talks is more than just a cancer story. Tina dives deeper into wellness, good health, and leadership. She emphasizes the need for support and the importance of maintenance for a healthy life.

Join Tina as she explores her treatment options, chemotherapy experiences, and targeted therapies' power. She's on a mission to raise awareness, provide advice, and offer hope to others facing challenging times.

This is a story of triumph, determination, and resilience. Get ready to be inspired and motivated to take control of your well-being. 

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com