SHAWN BRAYMAN, BSc., MES, CFP
- PlanPlus founder
- 25+ year dedication to financial services technology
- Past member – Board of Directors, Financial Planning Association (FPA)
- Numerous academic publications & awards
- Renowned international speaker
MIKE FLOYD, MBA, CFP
Executive Vice President
Mike joined PlanPlus Global in 2019, continuing a long career in the Financial Services sector, in Canada and the UK. His experience, on both the client and vendor sides of the industry — leading the Personal Investment Manager salesforce for Scotiabank, then moving to the service provider side with Cognicase, CGI and BlueRush, has provided him the opportunity to gain a wealth of valuable knowledge and insight.
Mike earned an MBA in Financial Services, is a Certified Financial Planner (CFP), as well as holding FICB and ACIB (UK) designations.
NICKI POTTS, B. Comm
Director of Product Management
Nicki has over 15 years of experience in the financial services industry spanning across research and development, operations and product development.
Through her engagement with financial professionals, researchers, and academics from around the globe, Nicki brings with her valuable insights and perspectives on risk, risk profiling and risk tolerance to deliver practical and proven solutions.
Nicki has a background in Commerce (Finance and Information Systems), Psychology and Financial Planning.
LARRY BOWEN, B.Math
Larry has more than 20 years of operational IT experience, gained at EDS and other organizations. His formal education, which includes studies in Operational Research, Computer Science and Statistics, along with his experience in call center operations, project management, client relationship management and product development make him ideally suited to oversee all aspects of the day-to-day business of PlanPlus Global.
DAVID STORMS, Dip. Computer Programming
David’s 18-year career at PlanPlus has progressed from engineer to Manager, Software Development to VP, Technology. As a member of the Executive team, he has full responsibility for PlanPlus’ software, including user interface, API development and SaaS application. He works closely with the Product Development and Operations teams to ensure quality to our clients. David holds a Diploma in Computer Programming from Durham College.
STEFAN TZINEURAKIS, B.Sc.
Channel & Partner Manager
Since joining PlanPlus in 2015, Stefan advanced from front-line support agent to managing our Client Support Team, before assuming the role of Project Manager. In that capacity, he manages all internal and external projects relating to customization, feature enhancements and infrastructure development. Prior to PlanPlus, Stefan spent 13 years with Bell Canada as a Process & Systems Analyst and Project Manager delivering new IT Systems.
Sales Director, United Kingdom
Over 30 years’ experience in Financial Services starting as a DA adviser, established his own IFA business as an AR of a network. He left the advisory side of the business to get in involved in Fintech, joining Synaptic Systems in sales and became Head of Sales and Account Management, he moved to assureweb, now iPipeline, where he had a similar role. He then went to join threesixty support services where he became Head of Technology Solutions, this was followed by a role with SBG as Head of Bankhall Business Bureau, Client Proposition and Marketing. After leaving SBG he set up his own Fintech consultancy before joining 360 Dotnet as Strategy and Propositions Director. He joined PlanPlus Global in September 19 as UK Sales Director.
MESERET GOODSELL, CPA
Finance Manager (Australia)
Meseret joined FinaMetrica in 2017. She is a CPA graduate accountant with several years of experience in various industries.
ALAN HA, BComm, MComm
Operations Team Lead
Alan joined FinaMetrica in 2002, after completing his Bachelor of Commerce (majors in Finance and Information Systems) at the University of New South Wales. While at FinaMetrica, he went on to earn his Master of Commerce.
Development Team Leader
Asif brings 12+ years of business application development and systems integration experience to PlanPlus Global. As Development Team Leader, he manages the development team and software releases. Asif has successfully led many projects in Canada, the US and Thailand and is a SugarCRM certified Engineer. He received his Bachelor’s Degree in Commerce from Concordia University in Montreal, Canada.
JENNIFER PRIESTLEY, PFP
Jennifer’s 25 years of knowledge and passion for financial services software led her to become Product Manager at PlanPlus Global. She is responsible for translating the firm’s vision and strategy into tactical elements that deliver innovative solutions to allow advisors and firms to deliver the highest standard of financial advice to clients.
Jennifer attended University of Waterloo, holds the Personal Financial Planning designation and has completed the Canadian Securities Course.
Client Services Manager
Jordan has responsibility for the PlanPlus Global Client Services team. In addition to directly assisting individual users through our Help Desk and Online Chat, the team provides second-level support for our enterprise users and coordinates with all internal departments to ensure our customers’ needs are addressed. Jordan has been at PlanPlus for 8 years and currently heads up our ISO certification program.
MARIE SPENCE, CFP
Marie’s passion for learning and development has guided her 15+ years of financial services experience. She has amassed extensive experience as a financial planning and wealth management instructor. Marie is a Certified Financial Planner (CFP), has completed a course in Adult Education and is working towards her CPA designation.