Consulting Team

Mike Golaszewski is a senior financial services and technology strategist with more than 20 years of experience in brokerage, wealth management, and consumer banking. In 2007, he led the development of Schwab Advisor Center, the largest custodial technology platform in the industry. He was later responsible for managing Pershing’s NetX360 platform and served as the head of product and technology for Black Diamond, an independent business unit of SS&C/Advent and one of the largest providers of investment reporting and rebalancing solutions to registered investment advisors and independent broker-dealers.

Mike’s background includes leadership roles in product management and marketing, technology development, and service and operations. He specializes in business and product strategy, business process optimization, program management, and tactical execution. Mike has developed a reputation for driving high-quality delivery, allowing the organizations he serves to meet their business and strategic objectives.

Mike grew up primarily in Colorado and received a bachelor’s degree in journalism and bachelor’s degree in communications from Arizona State University. He is an avid traveler, skier, and scuba diver but more recently has become a dedicated teacher and student of his adopted twin boys. He currently lives in the San Francisco Bay Area with his wife and their sons.