fi360 Announces Management Changes

Dec 23, 2015, 12:56 ET from fi360

PITTSBURGH, Dec. 23, 2015 /PRNewswire/ -- fi360, an organization that provides training programs and software to help clients gather, grow, and protect assets through better investment and business decision-making, announced several executive management changes and an addition.

Former CEO Blaine Aikin is now Executive Chairman of fi360. Mr. Aikin joined fi360 in 2005 as Chief Knowledge Officer and became Chief Executive Officer in 2007. He has been named to Investment Advisor magazine's IA25 list of the most influential people in the investment advisory community and identified as one of the ten most influential individuals in the 401(k) industry by RIABiz. Mr. Aikin is the 2016 Chair-elect of the Board of Directors for the CFP Board of Standards and will serve as CFP Board's Chairman in 2017.

Former President Richard Lynch is now Director of fi360. As one of the main instructors for fi360 Training, he is instrumental in providing investment education and training programs that award the Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA) professional designations. Mr. Lynch has been an integral part of fi360 leadership since its founding in 1999.

Former COO/CFO William Mueller has been named CEO and President. Since joining fi360 in early 2014, Mr. Mueller has helped the company achieve double digit growth and strengthen its technology offerings, which include both tools and content for financial advisors. In his new role, Mr. Mueller will be responsible for driving the company's strategy and ensuring that it meets its financial goals.

Suzy Teele has joined the fi360 executive team as Chief Marketing Officer. Ms. Teele has over 20 years of experience with technology product strategy and marketing. She was previously COO of SnapRetail, a Pittsburgh-based start-up that provides SaaS-based marketing automation solutions to small retailers. Ms. Teele will be responsible for product strategy, product management and marketing communications.

"I am excited about the exceptionally bright outlook for fi360 with Bill Mueller at the helm as CEO and the incredibly talented leadership team we have in place. The role changes we are making now are part of a natural evolution for fi360, as we continue to expand the solutions we provide to financial services providers," states Mr. Aikin. "We are in a transformative time for the financial services marketplace and for which fi360 is very well positioned. Rich Lynch and I will remain active within fi360, working with Bill and the employees and stakeholders of fi360 to best serve our customers and, in so doing, to serve the best interests of investors."

About fi360 fi360 helps its clients gather, grow, and protect assets through better investment and business decision-making.

Since 1999, fi360 has been providing innovative solutions to financial services providers, including the AIF®, AIFA®, and PPC designation programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®. With extensive education, certification, software, and practice management offerings, fi360 is a one-stop shop equipped to provide individuals and organizations with the training, tools, and resources necessary to become more successful. To learn more, visit www.fi360.com.

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