What Happened?
New York, NY-based Pontera Appointed Nicole Zheng as Chief Marketing Officer
Date of management change: September 21, 2022
New York, NY-based Pontera Appointed Nicole Zheng as Chief Marketing Officer
Pontera (formerly FeeX) is revolutionizing wealth management by making it possible for financial advisors to actively manage 401K and other held away accounts. The Pontera solution enables advisors to manage and trade held away accounts, thus offering a comprehensive, holistic service to their clients and unlocking greater financial outcomes for both advisors and their clients. Pontera clients include Fortune 100 financial services firms, RIAs, broker-dealers and advisory firms of all sizes.
Nicole Zheng is Chief Marketing Officer at Pontera. Previously, Nicole held various senior HR leadership roles in the industry.
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