Craig Bergstrom

Technology and client-focused leader with 10+ years of leadership experience, and a reputation for motivating employees, mentoring leaders, and executing seamless technological transitions.

Managed migration of Wingate’s portfolio management system from

in-house solution to cloud-based provider; consisting of financial

portfolio data from 30 years of portfolio management for 1000+

clients.

Managed and executed the merger of two new partners to Wingate

in 2017, bringing in an additional $300MM in new Assets Under

Managemen

Brought firm through critical business operations during local

emergencies and cyber security response to current threats.

Developed Wingate App on Apple Developer Program and

integrated with Client Portals hosted by Orion Advisor Services.

Contributions made to various CEO’s, Partners, COO’s and top

financial technology industry experts at leading financial institutions

across the world including, most notably, #1 CRM Salesforce,

iRebal by TD Ameritrade, and finally wrapping up my tenure by

strengthening connections with top experts at Charles Schwab in

Boston, MA, including Michael Clisham, and Jonathan Wojtkun.

Assisted CEO, Mark Greco, with transitioning to his retirement in

2017, a project that Craig & Mark spearheaded at Wingate over

the course of 5 years to make as frictionless as possible for the

remaining Partners, Owners, Financial Advisors, Directors, Board of

Directors and founding principal Jeffrey H. White

Planning, purchasing, building, design and architecture of entire

Wingate Wealth Advisors ecosystem.

Architected cutting edge technology solutions with SMARSH,

Microsoft, RSM, Apple, and many other top industry names.

Developed secure VPN network to allow all owners and employees

to access business-critical infrastructure during all New England

Region Storms as Essential employee tasked with remaining on call

and available 24/7/365.

Published as featured “case study” in the book in "The Financial

Advisor M&A Guidebook: Best Practices, Tools, and Resources

for Technology Integration and Beyond"