
Brian Oliver
@brianoliver
I lead enterprise technology strategy, AI integration, infrastructure modernization, and product delivery.
What I'm looking for
I lead enterprise technology strategy and operations at Steward Partners Global Advisory, aligning technology resources, budgets, products, and integrations with firm-wide goals.
I migrated the firm to a multi-custodian technology suite using Goldman Sachs and Pershing applications, modernized infrastructure and security standards, and led enterprise AI integration across the product portfolio. I also manage firm-wide platforms including Salesforce, Redtail, Microsoft, Black Diamond, and MoneyGuide Pro.
Previously, I led technology consulting at Raymond James, managed product implementations at Ultimate Software Group, and directed multi-campus IT projects at St. Petersburg College, including a VDI initiative that reduced leasing costs by 15%.
Experience
Work history, roles, and key accomplishments
Vice President - Information Technology
Steward Partners Global Advisory
Jan 2021 - Present (5 years 8 months)
Streamline and supervise everyday IT and infrastructure operations for the entire firm in line with strategic requirements. Lead executive committee to align technology resources and goals with departmental/organizational objectives while managing associated budgets.
Education
Degrees, certifications, and relevant coursework
St. Petersburg College
Bachelor of Science, Business Administration
Bachelor of Science in Business Administration from St. Petersburg College.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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