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Brad Jones
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Brad Jones

Senior Consultant
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Brad is senior consultant at F2 Strategy where he uses his extensive background in portfolio accounting, operations, conversions and implementations to support clients. He has expertise in performance reporting, data analysis and data aggregation including new direct data feed builds as well as CRM, billing and workflows. Soon after beginning his career at Tamarac Brad realized that he was truly passionate about WealthTech and wanted to grow within the industry. At Tamarac, Brad was one of several team members to expand the company’s implementation team to their Raleigh office, eventually serving as an Implementation SME to the team. Brad enjoys the analytical side of WealthTech while also working directly with clients to understand where they are today and where they need to go on their WealthTech journey. He is located in Wilmington, NC.

Previous Experience
  • Envestnet | Tamarac
  • Eton Solutions
  • DealCloud Inc.
Up Close with
Brad

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

I’m passionate about helping clients maximize the value of their technology investments and enhancing their employee’s ability to perform their critical job functions. In addition, seeing clients recognize the positive impact that their technology can provide is a rewarding experience.

Who or what inspires you in your job?

The passion for technology that our team brings and the collaborative atmosphere within F2 Strategy.  Each individual’s experience is extremely valuable and brings a unique perspective to every interaction.  The shared value to “Do Good with Tech” while supporting client objectives is apparent every day.

What excites you most about the WealthTech industry right now?

With the growth of AI it will be exciting to see the product and solution enhancements that providers introduce to the market and the vast number of applications that can be enhanced through it.

Brad Jones
Back to Team

Brad Jones

Senior Consultant
Email IconLinkedIn Icon

Brad is senior consultant at F2 Strategy where he uses his extensive background in portfolio accounting, operations, conversions and implementations to support clients. He has expertise in performance reporting, data analysis and data aggregation including new direct data feed builds as well as CRM, billing and workflows. Soon after beginning his career at Tamarac Brad realized that he was truly passionate about WealthTech and wanted to grow within the industry. At Tamarac, Brad was one of several team members to expand the company’s implementation team to their Raleigh office, eventually serving as an Implementation SME to the team. Brad enjoys the analytical side of WealthTech while also working directly with clients to understand where they are today and where they need to go on their WealthTech journey. He is located in Wilmington, NC.

Previous Experience
  • Envestnet | Tamarac
  • Eton Solutions
  • DealCloud Inc.
Expertise
Up Close with
Brad

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

I’m passionate about helping clients maximize the value of their technology investments and enhancing their employee’s ability to perform their critical job functions. In addition, seeing clients recognize the positive impact that their technology can provide is a rewarding experience.

Who or what inspires you in your job?

The passion for technology that our team brings and the collaborative atmosphere within F2 Strategy.  Each individual’s experience is extremely valuable and brings a unique perspective to every interaction.  The shared value to “Do Good with Tech” while supporting client objectives is apparent every day.

What excites you most about the WealthTech industry right now?

With the growth of AI it will be exciting to see the product and solution enhancements that providers introduce to the market and the vast number of applications that can be enhanced through it.

Latest Insights from

Brad

Latest Insights

The Data Edge: Unlocking growth and productivity in wealth management
The Data Edge: Unlocking growth and productivity in wealth management
Research

The Data Edge: Unlocking growth and productivity in wealth management

Latest News & Insight from

Brad

Latest Insight

The Data Edge: Unlocking growth and productivity in wealth management
Research