David has more than 25 years of experience in financial technology, data aggregation, and wealth platforms. He is President of Princeton FinTech Advisors and has held senior roles such as vice president of advanced systems at Merrill Lynch and vice president of application development at Fidelity Investments.
His work focuses on integration strategy, data platforms, and go-to-market support for fintech and wealth technology providers.
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.
