Wade Waller III

Wade Waller III brings over two decades of experience in financial services technology and product leadership. As Chief Product Officer, Wade plays a pivotal role in driving innovation, improving operational efficiency, and aligning product strategy with client and business needs.

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Wade’s career spans executive roles at firms including Lincoln Investment, Hanlon Investment Management and Interactive Advisory Software. At Lincoln, he led the development and implementation of a GIPS compliant model performance reporting platform covering over $9 billion dollars in assets as well as reinventing the investors experience by streamlining the investor portal, eliminating over a half million dollars in annual operational costs.  At Hanlon, he facilitated the successful acquisition of its SaaS platform and led the Agile transformation that substantially increased software development lifecycle efficiency.

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He holds an Executive MBA from the Quantic School of Business and Technology and a B.B.A. from Georgia Southern University.  He is a Certified Financial Planner™ (CFP®), as well as a Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®). Wade is also certified in multiple Agile frameworks, including SAFe® Product Owner/Product Manager and Scrum Master.

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Wade combines deep financial industry knowledge with a passion for building scalable, user-focused technology solutions that deliver measurable business results.