Nathan Berk â€“Â ChiefÂ Executive Officer
Nathan Berk joined Interactive Advisory Software as Chief Executive Officer in August, 2012.Â Prior to that Nathan was Chief Information Officer with Hanlon Investment Management.Â In that role he was responsible for formulating the strategic information technology goals and plans for the company and leading the implementation through the direct management of the technical teams. Â He was also responsible for developing the overall corporate IT mandate of the company and ensuring the mandate was met. Â Prior to joining Hanlon Nathan held the role of Vice President of Sales and Marketing and General Manager of Omicron Consulting, LLC. Â At Omicron Nathan focused on managing the daily operations of Omicron, set the firmâ€™s overall strategic direction and managed Omicronâ€™s sales and marketing teams. Â Nathan began his career in technology over 20 years ago as an Engineer for Atlantic Electric. Â Nathan obtained a BS in Electrical Engineering from Drexel University in 1992 and received a Masters in Business Administration (MBA) from Rutgers in 2001 where he graduated with Honors.
Dierdre Downham – Chief Administrative Officer
Dierdre Downham joined Interactive Advisory Software as Chief Administrative Officer in August 2012.Â Dierdre provides oversight and direction related to administrative functions, health, safety and environment, and human resources. She supervises the office staff and works collaboratively as a member of the senior management team. She also provides assistance to the companyâ€™s operational functions and supports Nathan Berk, CEO. Dierdre earned a Bachelorâ€™s degree in Marketing from Florida Atlantic University in Boca Raton, Florida.
Wade Waller III, ChFCÂ®, CLUÂ®, EA, CFPÂ® â€“ Director of Product Management and Support
Joining Interactive Advisory Software (IAS) in 2001 as the first Customer Support Representative for Solution 360Â°, Wade Waller was appointed as the Director of Product Management & Support in 2013 leading a collaborative effort to set aÂ strategic direction for the support team, manage the client relationships of the firm through our Account Manager and work with the Product Managers to define and set the direction of our platforms functionality and services.Â Wade has been instrumental in establishing a common customer experience and delivery of consistent high level support, which today are considered company differentiators and core competencies. Prior to joining IAS, Wade held positions as an Associate Financial Planner and Income Tax Preparer.
Wade graduated from Georgia Southern University with a degree in Finance, is a CFPÂ® candidate and holds licenses in FINRA Series 7, 66, Accident & Sickness Insurance & Variable Products.
Thomas EricsonÂ –Â General Counsel
Thomas Ericson joined Interactive Advisory Software as General Counsel in August 2012. Prior to joining IAS, Tom served as the Chief Legal Officer and Chief Compliance Officer for several different Broker Dealers and Investment Advisors. He is a frequent lecturer to producer groups and national associations on compliance related matters. He is a graduate of Mercyhurst College with a BA in Accounting and from the Penn State Dickinson School of Law with a JD degree.