Our Team

Scott Kaszyk – Founder, President

ScottKaszyk_professional

With over 10 years of progressive technology experience, Scott started Cloud PM with the goal of providing much needed technical support to the financial services community. Scott was Director of IT for a large Registered Investment Adviser firm in Tampa, FL for over three years where he consulted with advisors on how to leverage technology to improve their practices and ultimately grow their book of business. He also has experience leading large scale strategic technical initiatives for global firms including Nielsen where he held the role of Technical Project Manager for over six years.

Scott is not only knowledgeable in technology trends within the FinTech industry but also understands the regulations that guide it. Scott has worked closely with many of the FinTech vendors and has implemented their solutions at both the RIA and individual practice level.

Scott holds an MBA from the University of South Florida and a FINRA Series 65 license.

Scott enjoys everything South Florida has to offer including the beaches, the water and the live music scene. An amateur guitarist, he also enjoys writing, playing and recording music when he’s not helping financial advisors wow their clients.