Vice President, Technology
Luke heads the Forefield technology team in the development of cutting-edge software solutions for the financial advisor. Luke has over 20 years of experience in software development, with the last 15 years spent working with financial applications.
Luke earned a Bachelor of Science degree in Computer Science from the University of Wisconsin.
Vice President of Sales
John brings over 17 years of financial and technology sales experience to Broadridge-Forefield, where he is focused on developing and implementing sales strategies that ensure revenue growth and expansion. Additional responsibilities include promoting Forefield’s products and services throughout the Broadridge organization, managing a number of key relationships with Forefield clients, and building out Forefield’s retail sales initiative.
John’s prior experience includes managing accounts for Allmerica Financial to help increase the market share of investment-based products within financial institutions and broker dealers. He had previously been involved in the sale of software applications and financial products both at the individual and corporate level. John received a B.A. from Boston College and has his Series 7, 65, 63, and Life & Health Insurance licenses.
Vice President, General Manager
Bill focuses on building great products for financial advisors, and working closely with Forefield’s editorial and technology teams to accomplish that goal. Bill’s background includes 20 years in the financial services industry, including 15 years leading information-based product development efforts serving investor relation officers, investment bankers, portfolio managers, analysts, traders, and financial advisors.
Bill is a graduate of Dartmouth College, the Stern School of Business (NYU), and is a Chartered Financial Analyst.
Frank J. Sciammacco
Vice President, Finance
Frank brings more than 19 years of financial management and analysis experience to Forefield, including a strong background in public and private accounting. Frank has held several positions as Controller in various sectors, including manufacturing and retail organizations, and was responsible for the day-to-day accounting and finance operations as well as assisting in financial and tax audits. Prior to that, he was the Director of Planning and Analysis for the retail chain Chess King, a division of Melville Corporation.
Frank earned a bachelor’s degree in Accounting from Assumption College.
James Walsh, JD
Vice President, Editorial
Jim leads a team of highly qualified, dedicated professionals. The editorial staff includes attorneys (JDs), Certified Public Accountants (CPAs), Chartered Financial Consultants (ChFC®s), Certified Financial Planner professionals (CFP® professionals), masters in business administration (MBAs), and masters in bank and finance laws and tax laws (LLMs).
Jim spent 10 years with the IRS, including 1 year as Congressional Liaison for the Problem Resolution Office of the IRS. He also served as Communication Consultant – New Products and Services with John Hancock Retirement Services. While in law school, he was Technical Editor of the Transnational Law Review.
Jim is a graduate of the University of Massachusetts at Boston and Suffolk University Law School.