Richard Whalen

Richard Whalen

Director of Technology Strategy & Execution

 

Richard joined Equity Services, Inc. in 2018, and as Director of Technology Strategy and Execution he is charged with growing and supporting the technology platform at ESI. This includes creating new enhancements, adding new technologies, and working with Reps on how to best fit the technology into their practice.  

Richard has spent his entire career in the financial services industry, starting his career as a Financial Advisor working with individuals and families. He quickly became fascinated with the technology he was using and how it could be improved.  While at Voya Financial he transitioned from a Financial Advisor to the technology department at Voya Financial Advisors where he spent 8 years enhancing, expanding, and teaching Financial Advisors about the platform.

“Here at Equity Services, Inc our technology is designed to delight our reps with the gift of time by empowering them to build their practice and protect the dreams of their clients. We succeed in transforming business not with our technology but with our ability to investigate, solution, design and teach.”
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