Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
HISTORY
Leap Systems is a leading provider of innovative financial systems for financial professionals throughout the United States and Canada.
Since our founding in 1980, we have been recognized by many of the world's top financial institutions as a leader and trusted resource for achieving superior results and delivering an end-to-end financial solution.
Our strategies, methodologies and technology continue to transform the way financial professionals interact and build relationships with their clients. The result is a comprehensive, scientific, interactive and visually engaging experience unlike any other financial process designed around the Leap Model.
THE LEAP TEAM
Since joining Leap in 2018, David discovered opportunities to enhance how financial professionals and their clients experience the Leap process. With his experienced team, he’s migrating Leap’s software onto a single platform, developing a new training curriculum, and focusing on the overall daily business operations to keep up to date with evolving financial industries market.
DAVID WIESNER
President
Since joining Leap in 2019, Joe has redesigned the training curriculum and the delivery of training to better suit financial professionals who are using the Leap software. He is in constant contact with the field professionals and leaders and is always looking for ways to improve the user experience.
JOE BRUNELLO
Director of Training
& Development
Bill joined Leap Systems in 2018 and was tasked with managing the Leap online application. As his role evolved, Bill is now responsible for contributing to and overseeing the development of the Leap online software, the hosting services, and any external integrations.
BILL REID
Director of Software
& Development
James assists in the planning, development, implementation, and deployment of improvements and features for the software. He helps take ideas from the field and transforms them into functional tools for clients.
JAMES CARLIN
Software Engineer
Carolyn joined Leap in 2020 and is responsible for creating test plans and for testing the changes to the application before each software release. Carolyn is also responsible for the design and implementation of new software features and enhancements to existing functionality.
Angela joined Leap Systems in 2016 and most recently has been responsible for the relaunch of Leap’s social media and the Leap Community Blog. She also works alongside a team of product specialists and trainers and provides support for billing, training and development.
Gretchen joined Leap systems in April 2020 as a Sales Support Specialist, working in partnership with the Director of Training and Development, to ensure support for Leap is provided to our field professionals and leaders. Prior to joining Leap, she has worked in the financial industry for over twenty years.
CAROLYN REID
Quality Assurance Software Engineer
ANGELA FERRESE
Social Media
Coordinator
GRETCHEN MILLIGAN
Sales Support Specialist
