At ActiFi, we focus exclusively on the financial services industry. Our experienced team of professionals understands your business, cares about your success and implements solutions that make an impact. We translate your business objectives into actions. Determine the best solution for you. Provide a clear path forward. And deliver the implementation and execution needed to accelerate your success.
Chief Executive Officer
Spenser has more than 20 years of experience in the financial services industry, including Vice President of e-Commerce Strategy and Development for American Express Financial Advisors (AEFA), where he directed the reconstruction of several websites into an integrated, customer-oriented financial services offering. He also held management positions at Dain Rauscher, Barrington Capital Management, and BigCharts. Spenser ran a successful financial planning and money management practice as a Certified Financial Planner®, and he has earned the Accredited Investment Fiduciary Analyst™ designation from the Center for Fiduciary Studies.
Chief Operating Officer & Chief Financial Officer
Emily graduated from the University of St.Thomas with a bachelor’s degree in business, majoring in accounting. She began her career in public accounting at Baker Tilly Virchow Krause, focusing on small to mid-size private and public companies across various industries. Emily is a certified public accountant in the state of Minnesota. After leaving public accounting, Emily went to work for various public companies where she specialized in operational efficiencies, financial reporting, and special projects across multiple departments. Emily has been with ActiFi since 2013 in various roles and has provided positive leadership while streamlining operations and processes.
In her spare time, Emily enjoys practicing yoga, golfing, and spending time with her husband and four children.
Vice President – Technology Consulting
Mark serves as a Director at ActiFi overseeing Advisor Technology Consulting and Research. In addition, Mark manages the software development team and is a major contributor to the ActiFi SuccessPro™ Product Suite.
Along with a background and experience in software development and product management, Mark has extensive experience working with financial advisory practices, defining strategy, leading projects, documenting best-practice workflows, and defining requirements related system configuration and development.
Mark holds a bachelor’s degree in business management and political science from Gustavus Adolphus College and an MBA from the University of Minnesota’s Carlson School of Management with concentrations in finance and strategy. Before joining ActiFi in 2006, Mark held various positions at Securian Financial Group and Federated Insurance and even taught English in Japan through AEON Language Schools.
Vice President, Product
Bill has been with ActiFi since 2007 and is currently the Product Manager for SuccessPro™. As Product Manager, Bill works closely with ActiFi’s customers to ensure their success with using our software, as well as with our development team to drive the future enhancements and direction of the SuccessPro™ platform.
Bill has a bachelor’s degree in accounting and an MBA in finance and marketing from the University of Minnesota. He also holds a CPA license. Prior to joining ActiFi, Bill worked for Target Corporation in its corporate finance division. Before Target he worked in audit and tax consulting at PricewaterhouseCoopers. Bill lives in the Twin Cities with his wife and three children.
Vice President, Consulting
Jeff has over 20 years of consulting experience, including over 10 years in the wealth management/financial advisory space. As ActiFi’s VP of Consulting, he is not only a consultant, but serves to help scope large projects and determine ways ActiFi can best help our clients achieve their objectives. He then works to establish the team of qualified ActiFi consultants to deliver services. He also is responsible for discussions about ActiFi’s Advisor Success Platform (SuccessPro™) with prospective licensees. As a consultant, his specialty is business processes, program management and CRM use and adoption programs.
Although ActiFi is based in the Minneapolis area, Jeff and his family are 6th and 7th generation Texans. He works remotely from his home in Garland, Texas, a Dallas suburb, when not traveling. Conversations with Jeff will reveal a warm Texas accent and the occasional y’all!
Jeff graduated from the University of Texas with a bachelor’s degree in behavioral management and a minor in accounting.
SVP, Head of Customer Success
Oleg has a passion for achieving process efficiency and effectiveness in engaging SuccessPro end-users (e.g., Advisors and their coaches/leaders/managers). As a former financial advisor, he understands the connection between people, processes, and technology and how they work together to help the advisor deliver an exceptional service to their clients and communities. As a consultant to executive sponsors and business owners at wealth management institutions, and as a coach to advisors and their leaders, he understands the level of effort it takes to change behaviors and to set up the appropriate change management frameworks to achieve the ultimate goals each party sets for themselves.
He is an experienced consultant, project manager, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified SCRUM Coach, and a Certified Lean Six Sigma Black Belt.
He holds a bachelor’s degree in business administration, with an emphasis in finance and management information systems, from Bemidji State University, a Certificate in Financial Planning from Boston Institute of Finance, and a Lean and Six Sigma Black Belt certification from Villanova University. Oleg is fluent in Romanian and Russian. In his spare time, he enjoys spending time with family and friends, practicing martial arts, biking, swimming, golfing, and staying on top of current events.