Wes Stillman

Wes Stillman
After 30+ years of managing technology in high-level positions, Wes Stillman began RightSize Solutions in 2002 because wealth management firms needed a technology partner who really understood their needs. More than 13 years later, he remains committed to understanding every nuance of his clients’ businesses. Prior to founding RightSize Solutions, Wes’ clients included major airlines, broker dealers, trust companies, health care providers, community banks and other financial institutions. He has held high-level positions at National Advisors Trust Company, FSB, Comdisco, Midwest Consulting Group (Senior Consultant and Yellow Technology Services (Director of Technology). A technology-pioneer in every sense, Wes is regularly quoted as a subject matter expert in industry publications and speaks to small and large groups on topics such as cybersecurity, cloud-based environments and leveraging technology.
My Website: https://www.rightsize-solutions.com/

 

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Recent Posts

SEC Sets Priorities for Advisor Exams

The Securities and Exchange Commission (SEC) Division of Examinations (EXAMS) recently issued this year’s priorities...

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The Case for Multi-Factor Authentication

Multi-factor Authentication (MFA) is a security system that requires more than one method of authentication to...

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Five Tips for Keeping Clients Cyber Safe

Cyber fraud is on the rise, with high-net-worth individuals natural targets due to their wealth and the level of...

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What's Next in Tech for Accounting Firms

We are well in to 2021, so what’s next? It’s clear that some of the operational and technology shifts that...

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