Connie Pretula brings over 18 years of sales and consulting experience focusing on financial services products and financial planning/wealth management software. Prior to her position at Neuralus, Connie held positions as an account executive at Interactive Advisory Software Inc (IAS), the developer of Solution 360, and a relationship manager as well as the sales manager for the independent broker dealer channel at Emerging Information Systems Inc (EISI), the developer of NaviPlan and Profiles software.
âConnieâs extensive experience with financial services products and wealth management software, paired with her previous success in leading business development and sales efforts will be extremely valuable to Neuralusâ said David Kuik, President and Co-Founder of Neuralus Inc. âThe addition of Connie Pretula, will greatly enhance our ability to grow into new markets and increase our brand awareness throughout North America. Connie recently orchestrated the review of Cashflow INSITE, our collaborative personal financial management solution, by Joel Bruckenstein, the industry's expert on applied technology for financial professionals and main contributor to Morningstar Advisorsâ technology newsletter.â
Along with her in-depth experience in financial planning/wealth management software sales, Connie was previously employed as a personal banker and financial advisor for RBC Financial Group, and is continuing to extend her financial services knowledge and expertise through certifications such as Canadian Securities Course, Investment Funds of Canada, Leadership Training and the Certified Financial Planner (CFP) designation.