Richmond, VA -- WealthForge, a financial technology service provider that offers solutions for alternative investment trade processing automation, has hired Skip Carleton as Enterprise Account Executive and Jack Armstrong as Sales Development Representative. In their new roles, Carleton and Armstrong will assist Senior Director Megan Bosch in addressing independent broker-dealer demand for Altigo, WealthForge’s straight through processing platform.
Skip Carleton has over 10 years of experience in sales and client relationship management in the financial industry. Previously, he served as Regional Sales Director at FTSE Russell, Head of Client Relations at BMI Research, Senior Relationship Manager with S&P Global Market Intelligence, and Equity Analyst at Dorsey, Wright & Associates.
Jack Armstrong has worked in utility-scale renewable energy development and most recently as a sales development representative for Namely, an HR and payroll SaaS company. Jack also spent a year teaching history at a boarding school in England following his graduation from University of Virginia.
“Now, more than ever, we are seeing that straight through processing technology is a necessity rather than a convenience in the alternative investment industry. We are thrilled to have Skip and Jack onboard to help shoulder the increasing interest in our platform,” says Bill Robbins, CEO of WealthForge.
The Altigo platform currently hosts a range of alternative investment products, such as Private and Non-Traded REITs, Qualified Opportunity Zone Funds, Business Development Companies, and over 75 percent of all live 1031 Exchange DST products. Since Altigo was first announced nearly a year ago, the company reports transactions in excess of $100 million submitted through the platform.
WealthForge Expands Altigo Sales Team with 2 New Hires
Ryan leads content creation at WealthForge. He earned his bachelors from Virginia Tech and MBA from the College of William & Mary. His writings on fintech, alternative investments, and advisory best practices have been featured in Real Assets Advisor, Alternative Investments Quarterly, Equities, and other industry publications.
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