Chairman of the Boarddarian.email@example.com
With nearly 30 years’ experience as a senior executive in the business incubator and finance areas, Darian is a co-founder and the Chairman of the Board of TruClarity. Darian has been the driving force behind the launch of a number of highly successful start-up businesses. His expertise in business planning, procuring capital and guiding first-time entrepreneurs has resulted in the launch of businesses in a range of industries. From single-location startups to multi-location/multi-state organizations, he has a strong, proven track record. Darian earned a B.S. in business administration with a major in finance from the University of Florida.
With more than 35 years of combined experience as a senior executive in the financial services industry and as a small business owner, Pam is the Chief Executive Officer of TruClarity. With her strong operational, administrative, and project management background, Pam brings a unique combination of skills to the TruClarity team. As past Chief Administration Officer for a Florida-based financial institution, she navigated the daily operations, including adherence to strict regulatory requirements while ensuring an unparalleled level of customer service company wide. Pam earned a B.S. in finance from the University of South Florida.
President & COO
Shad has 22 years of experience in the financial services industry and serves as the President and COO of TruClarity. He’s held business development and leadership positions in custody, clearing and asset management for four major firms. Most recently, he served as a senior distribution professional, helping large Wirehouse teams and Independent Broker Dealer advisors successfully transition to independence. His expertise includes: matching advisors to the most optimal brokerage and/or bank trust custodian/s, advising on organic/inorganic growth strategies, maximizing operational efficiency, and managing human capital. Shad earned a B.A. in economics from the University of Arizona and an MBA from Pepperdine University.
Chief Administration Officerchristine.firstname.lastname@example.org
Director of Platform Operationsmerissa.email@example.com
Chief Financial Officertravis.firstname.lastname@example.org
Director of Marketing Servicesmaggie.email@example.com
Senior Marketing Coordinatoralexis.firstname.lastname@example.org
Advisor Services Associateliz.email@example.com
Marketing Account Manageramy.firstname.lastname@example.org