Michael Banchick

Michael Banchick is a technology, sales, and operations leader with a rich background in Salesforce Financial Service Cloud and Addepar, serving on their respective advisory boards.

With a strong expertise in B2B SaaS, business automation, Salesforce, and Addepar, Michael has excelled in building successful teams, integrating acquired businesses, and providing strategic growth advice.

Previously, Michael held key roles such as Chief Technology Officer at Winthrop Wealth, Director at Ondium, and Board Member at The University of Massachusetts Club, showcasing his versatile skill set across different organizations.

His educational background includes studies in Economics, Finance, and Math at Harvard University, a Bachelor of Arts (B.A.) from the University of Massachusetts Amherst, and time spent at Trinity College, University of Oxford.

During his tenure as Director Global Sales Operations, Sales Manager, North America & APAC, Sr. Account Executive, and Business Development Representative at Bullhorn, Michael honed his sales and managerial skills, driving growth in diverse markets.

Michael Banchick also served as an Executive Search Consultant at Logix, Inc., further expanding his professional repertoire.

Notably, Michael's involvement with the financial sector extends to Winthrop Wealth, where he collaborated with registered investment advisors and securities professionals, showcasing his proficiency in financial consultancy and wealth management.

His association with LPL Financial underscores his commitment to regulatory compliance and adherence to industry standards.

Michael Banchick's comprehensive skill set, educational background, and diverse professional experience position him as a seasoned expert in technology, sales, and advisory roles within the financial and business sectors.