Patrick O'Shaughnessy
👤 SpeakerAppearances Over Time
Podcast Appearances
Ridgeline sold me very quickly.
We went from 7 billion to 23 billion and the goal is 50 billion.
Ridgeline was the clear front runner to help us scale.
In your view, what most distinguishes Ridgeline?
They reimagined how this industry should work.
It was obvious that they were operating on another level.
Brian, please introduce yourself and tell us a bit about your role.
My name is Brian Strang.
I'm the Technical Operations Lead, and I work at Congress Asset Management.
Ridgeline is a technology partner, not a software vendor, and the people really care.
I get sales calls all the time and I ignore them.
Ridgeline sold me very quickly.
We went from 7 billion to 23 billion and the goal is 50 billion.
Ridgeline was the clear front runner to help us scale.
In your view, what most distinguishes Ridgeline?
They reimagined how this industry should work.
It was obvious that they were operating on another level.
The best operators have a relentless focus on leverage, finding ways to multiply their impact rather than just working harder.
But here's what I see happening in finance teams everywhere.
Brilliant people getting buried in expense management busywork.