#United States #AI Technology #Praxis Solutions #Newport Beach, California #Charlie Shaffer

Praxis Solutions Expands Its Leadership Team

Praxis Solutions, a prominent consulting technology firm in the wealth and asset management sector, recently announced the significant appointment of Charlie Shaffer as Chief Revenue Officer. This strategic move is anticipated to enhance the company’s distribution growth while amplifying its focus on AI-driven transformation.

A New Vision for Distribution Growth

Drawing from over three decades of high-level experience, Shaffer brings a wealth of knowledge in sales leadership and capital markets. His previous roles included being the President and Chief Revenue Officer at TIFIN AMP, where he spearheaded initiatives designed to stimulate distribution growth.

Prior to TIFIN AMP, he held notable positions at prestigious firms such as Russell Investments, Voya Investment Management, and Credit Suisse Asset Management. This extensive background involves not only driving sales but also building robust global distribution platforms, making him an invaluable asset to Praxis Solutions.

Bill Dwyer, Executive Chairman of Praxis Solutions, expressed enthusiasm about Shaffer’s arrival. He stated, “It’s a true privilege to welcome Charlie to Praxis. His expertise in global distribution coupled with transformative technology is unique and highly valuable. We are excited to collaborate with him to enhance our support for asset managers, wealth firms, and product sponsors.”

Transforming the Wealth Management Landscape

Shaffer’s vision aligns with Praxis Solutions’ commitment to leverage AI technologies for improving outcomes for its clients. He remarked on the growth opportunity in the current wealth management landscape, highlighting how artificial intelligence can drive efficiency and better results.

“The potential for wealth and asset managers to achieve enhanced outcomes and efficiencies is unprecedented,” Shaffer noted. “Our focus on practical and integrated AI solutions empowers partners to harness transformative technologies to their advantage.”

As the Chief Revenue Officer, Shaffer will focus on several key areas, including:
1. Expanding Distribution Partnerships: Building stronger connections with partners to broaden distribution channels.
2. Enhancing Client Engagement: Developing strategies that prioritize client relationships and satisfaction.
3. Driving Adoption of AI Solutions: Promoting the integration of AI-powered business transformations within client operations.

About Praxis Solutions

Based in Newport Beach, California, and Boston, Massachusetts, Praxis Solutions stands at the forefront of technology-enabled consulting in the financial sector. The company aims to help wealth and asset managers improve their operational efficiency while reducing costs through advanced technology and industry expertise.

For more information on Praxis Solutions and its offerings, visit www.praxissolutions.com.

Contact Information

For media inquiries regarding this announcement, please contact Will Dwyer at Praxis Solutions, Inc. at 978-273-5563 or via email at media inquiries.

In conclusion, the appointment of Charlie Shaffer showcases Praxis Solutions’ commitment to professional excellence and innovation within the wealth management sector. By prioritizing AI integration and focusing on distribution growth, Praxis Solutions is poised for impactful advancements in the industry.