Docupace Welcomes New Sales Executives

LOS ANGELES, California – February 18, 2021 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is happy to welcome three new members to the Sales Team. Tom Parr, Vice President Enterprise Business Solutions, Tim O’Rourke, Vice President Enterprise Business Solutions, and John De Ocampo, Lead Development Specialist, will round out a dynamic team that aims to take a consultative approach to the marketplace and work with customers on their digitization journey.

Tom Parr will be responsible for initiating, developing, and closing new relationships for Docupace by bringing solutions and resources to our prospective clients’ business needs and opportunities. He joins Docupace after spending the last three years at Raymond James Custody & Clearing Division, where he served as National Sales Director. Tom brings a financial service industry perspective from a custodial point of view, but just as important, a view from his numerous independent broker-dealer and registered investment advisor relationships.

Tim O’Rourke will maintain business development efforts for prospective customers to align Docupace’s solutions with their specific, long-term operations and growth strategies. Tim spent the last six years at eMoney Advisor, where he held several successful roles. Coming from the FinTech space, he is extremely excited and privileged to align the modern challenges firms are experiencing with the solutions that Docupace provides. He is motivated by the ability to help clients match their challenges and desired outcomes with the right technology partner.

John De Ocampo will be responsible for discovering and developing leads for the Docupace Sales Team. Prior to joining Docupace, John has spent his career with companies such as American Express and Waddell & Reed. In his time at Waddell & Reed, he gained substantial end-user experience with Docupace, so he can directly speak on the difference that our technology solutions can make on a firm and an investor’s overall experience.

“Our sales team is here to assist potential customers select the appropriate solution for their initiatives, ensure we are guiding them through the process of selection, as well as solutions to the pains the organizations are solving for,” says Executive Vice President of Business Solutions Patrick McMahon, who leads the team. David Knoch, Docupace Chief Executive Officer adds, “Firms and financial advisors not only come to Docupace for the amazing solutions we have, but for the expertise our team members have about the industry. It is a privilege to have new team members join us, who add to this brand promise.  We are doing exciting things here at Docupace and our new team members will be critical in connecting our new capabilities to the profession we are honored to serve.”

About Docupace

Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors.

 

With headquarters in Los Angeles, California, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service. For more information, please contact us.

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