Friday, 17 July 2020 16:16

Vell Recruits Fintech CPO - Toronto

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Tier1CRM Logo

Manish Patel

Chief Product Officer

> Location: Raleigh, NC to Toronto, ON
> Industry: Capital Markets Software SaaS
> Other experience: ED, Product Management, Valassis | MD, Product Management, Ipreo | Head, Equity Markets Devt, ING Bank
> Ownership: VC-backed
> Diversity

Tier1CRM, the leading provider of client relationship management tools for financial services, has named Manish Patel as Chief Product Officer. He joins Tier1 after leading numerous multi-million dollar product development and software projects, scaling product and engineering organizations, and implementing industry best practices and processes. Patel will be responsible for spearheading Tier1’s overall product vision, growth, and development, while ensuring the Company continues to improve upon the overall customer experience.

Before joining Tier1, Patel worked at Valassis Digital as the Executive Director of Product Management for two years. Prior to that, he spent five years at Ipreo as Managing Director of Product Management. He also spent 13 years at ING Bank in London in Business Management roles within Equity Markets Research and Sales, primarily concerning CRM and Research Distribution systems. In his previous roles, Patel has overseen the development of innovative, multi-platform software products within the financial and advertising industries.

“Manish’s wealth of experience working with the buy- and sell-side communities will help drive our goal of providing the tools necessary for capital markets participants to sharpen client relationships and empower collaboration in an increasingly competitive landscape,” said Mark Notten, CEO and Co-Founder of Tier1.

“Capital markets participants face growing regulation which requires the need for more efficiency, accountability and connectivity than ever before,” Patel said. “I’m excited to join Tier1 to execute and communicate a strategic product roadmap that aligns with Tier1’s vision to empower customers with innovative products by leveraging the platform for their specialized needs in capital markets.”

About Tier1CRM

Tier1CRM is a leader in capital markets CRM. Built on top of the Salesforce platform, Tier1CRM’s flagship product, ACE, is an HTML application suite that helps sell-side and buy-side clients generate new revenue opportunities, improve customer service, and achieve greater efficiency across the organization. Tier1CRM gives clients a “single pane of glass” view into client and employee activity and is currently utilized by tens of thousands of users across the sales and trading, corporate and investment banking, and investment management landscape.

Read 662 times Last modified on Tuesday, 08 December 2020 14:55
Dora Vell

Managing Partner

Dora Vell is the CEO of Vell Executive Search, a boutique executive search firm in Boston that recruits technology executives and board members for companies ranging from promising tech startups to Fortune 100 companies. Throughout her 22-year career in executive search, she has successfully completed hundreds of assignments, placing board members, CEOs, COOs, CIOs, technology officers, vice presidents and many other C-level executives. Vell’s clients span both private and public companies and her work has included searches in markets large and small across the U.S. and Canada.

Prior to founding Vell Executive Search in 2005, she was a partner at the executive search consulting firm Heidrick & Struggles for seven years. She started in the Technology Practice in the Toronto office, became the firm’s Technology Practice leader for Canada, and then joined the firm’s Boston office.

Before her career in executive search, Vell worked for 11 years at IBM Canada in software-related roles of increasing responsibility. She started as a software engineer, managed a software engineering team of 100, and then led software sales for IBM Canada. She holds seven worldwide software patents. This deep industry understanding has helped Vell Executive Search become a recognized leader in finding senior executive and board talent for software and SaaS companies.

Vell is a recognized industry thought leader who has published several reports on governance and leadership topics. She has been frequently quoted as an expert on executive and board leadership by outlets such as The Wall Street Journal, Forbes, Business Week, Fortune, Agenda Week, MSNBC, Mass High Tech, The OPUS for the World Economic Forum, Boston Business Journal, The Globe & Mail, CIO Magazine, and IEEE. She has been a featured speaker on leadership at numerous conferences and at Columbia University's MBA program.

Vell has been a Fellow of the National Association of Corporate Directors (NACD) and the Boston CEO Roundtable. She has served on the boards of Framingham State University, Entrepreneur's Organization, Goodwill, Mary Centre for Developmentally Handicapped Adults,, and RBC Capital Partners.

The trilingual daughter of a diplomat, Vell grew up in Canada, Greece, France, Switzerland and China. Her unique multicultural and international perspective, experiences as a woman in the male-dominated software field, and insights as a dual Canadian and U.S. citizen inform all her work for clients.

Vell received an MBA from the University of Toronto, a master’s in Computer Science from the University of Waterloo, and a bachelor’s in Computer Science from Carleton University.  She has also completed the MIT Entrepreneurial Master’s program.

Areas of Practice:

  • C-Level Technology Executives
  • CEOs, CROs, Heads of Sales, Heads of Marketing, Chief Product Officers
  • Technology Officers: CTOs, CIOs, Heads of Engineering, CISOs, Chief Data Officers
  • Board Directors
  • Diversity Executives and Board Directors
  • Canadian Executives and Board Directors


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