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Greg Adelson is a seasoned technology executive renowned for his leadership in the financial technology (FinTech) sector. As the Chief Technology Officer of E*TRADE and Head of Technology for Morgan Stanley Wealth Management, he is responsible for the strategic direction and execution of the technology that powers one of the world's leading wealth management platforms. His role involves overseeing thousands of technologists dedicated to developing and maintaining robust trading systems, innovative client-facing applications, and the core infrastructure supporting millions of clients. Adelson has a proven track record of driving large-scale digital transformation, successfully integrating complex systems post-acquisition, and fostering a culture of innovation focused on enhancing the end-user experience for both self-directed investors and clients working with financial advisors.
Greg Adelson's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Played a pivotal leadership role in one of the largest FinTech integrations in recent history. He successfully orchestrated the merging of E*TRADE's technology stack with Morgan Stanley's infrastructure, creating a unified and powerful wealth management technology ecosystem while ensuring platform stability and a seamless client transition.
As CTO at E*TRADE prior to and during the acquisition, he led the critical modernization of its core trading and client platforms. This initiative significantly improved system scalability, performance, and resilience, enabling the platform to handle unprecedented market volatility and record trading volumes.
Drives the strategy for digital tools and platforms that empower Morgan Stanley's financial advisors and provide clients with seamless, modern digital access to their portfolios, research, and services, solidifying the firm's position as a leader in digital wealth management.
Prior to his current role, he held senior executive positions at companies like Constant Contact and Intuit, where he was instrumental in scaling technology infrastructure, product development, and operations to support rapid business growth and a growing customer base.
Texas State University - Year 1984
The University of Texas at Austin - Year 1982
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Jack Henry & Associates, Inc. is a leading financial technology (FinTech) company that provides a wide range of technology solutions and payment processing services primarily for community banks and credit unions in the United States. Their offerings include core processing systems, digital banking solutions, payment processing, and various other software and services designed to help financial institutions operate efficiently, manage risk, and compete in the modern financial landscape.
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