David Palascak
About David Palascak
David Palascak serves as the Senior Director at Broadridge Fi360 Solutions, where he oversees the strategic product roadmap and financial performance of various software products. He has extensive experience in investment management, having earned the CFA charter in 2006 and played a significant role in the company's growth from a small start-up to a larger organization.
Work at Fi360
David Palascak currently serves as Senior Director at Fi360, now part of Broadridge, since 2012. He is responsible for the strategic product roadmap and financial success of multiple software products, including the Fi360 Toolkit, Business Intelligence, Fee Benchmarker, Decision Optimizer, and the Fi360 Fiduciary Score. Under his management, the Fi360 Toolkit supports over 5,000 investment advisors and asset managers, generating more than 1 million reports annually. His tenure at Fi360 began in 2003, where he held various roles, including Product Associate and Tools Product Manager, contributing to the company's growth from a small start-up to a larger organization before its acquisition by Broadridge in 2019.
Education and Expertise
David Palascak earned a Bachelor of Science in Business Administration (BSBA) with a focus on Finance from the University of Pittsburgh, completing his studies from 2000 to 2003. He obtained the Chartered Financial Analyst (CFA) charter in 2006, which signifies his expertise in investment management and financial analysis. Additionally, he received product marketing training from Pragmatic Marketing, which has enhanced his skills in market-driven product management.
Background
David Palascak has a background in finance and product management, beginning his career at Fi360 in 2003 as a Product Associate. He transitioned to the role of Tools Product Manager from 2007 to 2012. His experience spans nearly two decades in the investment management sector, with a focus on developing software solutions that support financial advisors and asset managers. His work has been instrumental in the expansion of Fi360, which grew from a four-employee start-up to nearly 100 employees prior to its acquisition.
Achievements
Throughout his career at Fi360, David Palascak has played a significant role in the development and success of various financial software products. His leadership in product management has led to the widespread adoption of the Fi360 Toolkit among investment professionals. The toolkit's ability to produce over 1 million reports annually highlights the impact of his contributions to the financial services industry. His efforts have been crucial in establishing Fi360's reputation and operational scale before its acquisition by Broadridge.