About the show
Bridging the gap is an all-new podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.

About the guest
Nathan Lee’s background is rich with experience in both digital marketing and CRM management, but more uniquely, he has the experience with both of these within the space of financial services. Nearly 2.5 years serving as the Chief Operating / MarTech Officer. And more recently he spent over 2 years as the director of marketing of one of Atlanta’s largest RIAs, Signature FD.

Nathan has experience marketing and building a brand for a small company while instituting innovative and forward-thinking initiatives in large established RIAs. He’s also shown extreme foresight and the necessary skills to continue innovating within our industry.

New episodes are released every Tuesday at 11 am. Subscribe, rate, and review Bridging The Gap here:

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Host

Matt Reiner, CFA, CFP®

I’ve been fortunate to be around the wealth management business for over 25 years. Along with this, I’m also the CEO of a tech startup. These experiences have given me a bird’s eye view of both the technology and financial services spaces.