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Bauman David
Sr. Vp Research & Development at Fi Tek Wealth Solutions
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Work Experience
Sr. Vp Research & Development
Nov 2001 - Present · 23 years and 1 months
Enterprise Technology Corporation
Project Manager/Lead Developer
Jun 1987 - Nov 2001 · 14 years and 5 months
Hazeltine Corporation
System Engineer
Jun 1985 - Jun 1987 · 2 years
Company Details
51-200 Employees
Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family. Development began in the late 1990’s on a solution – Rockit Command® – that would consolidate account data from multiple sources, focus on data integrity, accounting, performance and flexible reporting.
Year Founded
1999
Social Media
Linkedin
Industry
Financial Services, Accounting, Tax Preparation, Bookkeeping, and Payroll Services, Services
HQ Location
333 Ludlow St South Tower, 3rd Floor Stamford, Connecticut 06902, US
Keywords
tax serviceswealth managementaccounting servicemanagement solution suiteprivate dataaccounting and investmentoutsourced datamanagement and reportingclient financial assetsportfolio accounting data
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