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Anthony Cullen
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Anthony Cullen

Senior Consultant
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Anthony is senior consultant at F2 Strategy. He brings more than 10 years of experience in the financial services industry and a proven track record of building successful product strategies, roadmaps, driving transformation, and collaborating effectively with executive stakeholders. His expertise includes overseeing the end-to-end delivery of product and program launches, leading product teams, and developing metrics for standard reporting. Anthony regularly drives market research, removes impediments to growth and leads problem-solving efforts across product leads and technology leads to deliver high quality work for clients.

Previous Experience
  • Ameriprise Financial
  • AdvisorNet Financial
  • RBC Clearing & Custody
  • Merrill Lynch
Up Close with
Anthony

What are you most passionate about in your role at F2 Strategy?

I love having the opportunity to assist clients in not only building their strategic vision, but providing support and guidance along the way to grow that vision to align with their ever-evolving business needs.

What excites you most about the WealthTech industry right now?

The access that advisors and firms alike have to build a comprehensive WealthTech stack that fits their unique business model. As an industry we have moved away from the "one size fits all" approach and can be more tactical in the way we utilize tech.

What does the phrase, “Do Good with Tech” mean to you?

Providing a holistic approach to the technology discussion that drives a positive experience for all users. Picking up a question and embarking on a quest for answers -- Acting as the Lewis and Clark of wealthtech for our clients

Anthony Cullen
Back to Team

Anthony Cullen

Senior Consultant
Email IconLinkedIn Icon

Anthony is senior consultant at F2 Strategy. He brings more than 10 years of experience in the financial services industry and a proven track record of building successful product strategies, roadmaps, driving transformation, and collaborating effectively with executive stakeholders. His expertise includes overseeing the end-to-end delivery of product and program launches, leading product teams, and developing metrics for standard reporting. Anthony regularly drives market research, removes impediments to growth and leads problem-solving efforts across product leads and technology leads to deliver high quality work for clients.

Previous Experience
  • Ameriprise Financial
  • AdvisorNet Financial
  • RBC Clearing & Custody
  • Merrill Lynch
Expertise
Up Close with
Anthony

What are you most passionate about in your role at F2 Strategy?

I love having the opportunity to assist clients in not only building their strategic vision, but providing support and guidance along the way to grow that vision to align with their ever-evolving business needs.

What excites you most about the WealthTech industry right now?

The access that advisors and firms alike have to build a comprehensive WealthTech stack that fits their unique business model. As an industry we have moved away from the "one size fits all" approach and can be more tactical in the way we utilize tech.

What does the phrase, “Do Good with Tech” mean to you?

Providing a holistic approach to the technology discussion that drives a positive experience for all users. Picking up a question and embarking on a quest for answers -- Acting as the Lewis and Clark of wealthtech for our clients

Latest Insights from

Anthony

Latest Insights

M&A: Everyone Wants a Smooth Ride but Most Firms Forget to Pave the Road
M&A: Everyone Wants a Smooth Ride but Most Firms Forget to Pave the Road
Insight

M&A: Everyone Wants a Smooth Ride but Most Firms Forget to Pave the Road

Latest News & Insight from

Anthony

Latest Insight