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Paul Teshima
Chief Client Experience Officer and UDP Managed Investing @ Wealthsimple - 3M Clients, $20B+ in assets
Paul Teshima is the Chief Client Experience Officer at Wealthsimple, overseeing the managed investing business and collaborating with various teams to ensure clients receive the needed support in their financial journey.
He emphasizes the significance of company culture and believes in cultivating it through storytelling. With a background in sales and customer engagement, Paul has a proven track record of leadership.
Prior to his current role, Paul was the co-founder and CEO of Nudge, which was acquired by Affinity. He also played a key role in leading Eloqua's marketing automation, driving revenue from $0 to over $100 million, and orchestrating a successful acquisition by Oracle for $957 million.
Paul Teshima is passionate about assembling exceptional teams and developing products that facilitate client growth. He values the power of networking and emphasizes its impact on professional success.