Nick is a 24 year Wall Street veteran, having spent 20 of those years supporting advisors and institutions. He is considered one of the foremost authorities on financial advisor databases. His most recent seven years were spent as Founding Employee and CEO of Discovery Databases, where he built and managed an industry dominant advisor directory. Prior to Discovery, Nick held senior business development roles at National Regulatory Services (a division of Thomson Financial), as well as TD Ameritrade. He started his career as a registered representative with Smith Barney.

Gary has worked with institutional money management firms for the past 17 years. Prior to founding Meridian-IQ, Gary was COO and Head of Marketing for a quantitative hedge fund. Before that, he was a senior technology analyst with JP Morgan Chase for 13 years. Gary formulated an original business plan for a database of Advisors in 2006, following his observation that there were unsolved needs in the Advisor Database space.

Craig has been working in the financial industry since 1999, with the majority of his career focused on helping firms serving the financial intermediary channels utilize information to maximize their distribution, marketing and recruiting efforts. Prior to joining Meridian-IQ as SVP, Institutional Sales, Craig spent over 7 years with Discovery Databases. As their second employee Craig was instrumental in growing the firm into the industry leading database provider. Before Discovery, Craig spent 4 years as Sales Director for Farley Business Magazine Specialists where he covered national advertising sales for the Journal of Financial Planning- the flagship publication of the Financial Planning Association (FPA).

Kent brings to our team over 20 years of financial service experience. In the two years prior to joining Meridian-IQ, Kent was the general manager of FinancialAdvisorMatch.com ("FAM"), a ground-breaking, Web 2.0-based advisor directory and social media community bringing investors and advisors together. Kent oversaw all aspects of FAM’s product management, sales and marketing. Prior, Kent led the product management effort at Comprehensive Software Systems, a 150+ person startup that developed next-generation securities trading software. For the bulk of his career, Kent was involved in strategic marketing and product development at leading financial services firms including Jackson National Life, INVESCO Funds, PNC Institutional Management, and Kemper Funds. Kent holds an MBA from the University of Michigan, and completed the Project Management Certification program at the University of Denver.

Alex leads the firm’s data operations, bringing 12 years of unique experience that blends strategic business planning with hands-on experience in raw database analytics. Prior to joining Meridian-IQ, Alex held roles of increased responsibility with Citigroup and American Express, overseeing different components of commercial credit card data analysis and leading his teams in development of optimization models to achieve credit and revenue targets. Alex holds an MBA in Finance and Operations Research from Carnegie Mellon, a Masters degree in Engineering from Stevens Institute of Technology, and a Bachelors degree in Engineering from Moscow Polytechnic Institute.

Jim has been working in the financial services industry for over 17 years, with the majority of his career focused on working with Financial Advisors from around the country. He has used his experience and knowledge of the industry to help Financial Advisors from a product standpoint as well as value added information to help with their businesses. Prior to joining Meridian-IQ, Jim spent the last 3 ½ years as National Sales Director – RIA Channel, for Century Capital Management based in Boston, MA. Prior to Century Capital Jim worked at Eaton Vance for 7 years as a National Wholesaler in the RIA Channel. Jim began his career at Scudder, Stevens and Clark in 1993 working in various roles including sales, marketing and client service.

Greg brings 12 years of experience in networking and recruiting top professionals in the financial services industry. He has worked with many of the top Wall Street firms in all channels including Wirehouses, Regionals, Banks, RIA's and Independent Firms. Greg has a strong track-record of helping senior management of many BD's and RIA's in identifying and transitioning over $8 billion of assets. Prior to joining Meridian-IQ, Greg was the President of The Primary Group for more than ten years, where he led a large team of professional recruiters that specialized in the Financial Services Industry. He is a past member of the Pinnacle Society, a consortium of seventy-five of the country's top recruiters. In his work as a financial industry consultant, Greg has contributed content to several industry publications and conferences.

Peter has over 16 years of experience in the information technology industry. Prior to joining Meridian-IQ, Peter was the Vice President of Technology Operations at the Delta Computer Group, where he led a full-scale implementation of standardized technology strategies including virtualization and cloud computing, replacing obsolete systems and hardware. Before that, he worked as a high level consultant for Hitachi Data Systems, providing technology solutions for such clients as Met Life, UBS, Citi, and BNY Mellon. Peter holds a BA from the State University of New York at Putnam and a PMP/PMI Certification.

Steven has 12 years of experience in helping financial service firms use information to help maximize their business within the advisor channels. Steven began his career in the financial services industry in 2001 as a sales manager for Investment Advisor magazine. He then moved on to Discovery Database from 2006 through 2012, where he was instrumental in building and growing the insurance channel as a primary focus. Steven is a subject matter expert not only in terms of recruiting and distribution in the insurance agent space, but also has a great deal of experience delivering high quality service and support to clients targeting the Registered Investment Advisor, Registered Rep and Broker/Dealer channels. Just prior to joining Meridian IQ, Steven was the Manager of East Coast Operations for Financial Media Group. Steven is a graduate of University of Hartford, with a Bachelor of Arts in Economics and Finance.

Ryan joined Meridian-IQ in December 2010. In his role as Account Executive, Ryan supports existing relationships to ensure our clients are taking advantage of all that Meridian-IQ has to offer. In addition to supporting current clients, Ryan also oversees various business development projects. Ryan graduated from Florida State University with a double-major in Finance and Real Estate.