Virtual Desktop RIA

Three virtual desktop challenges for RIAs – and how to overcome them

Jeff Fisher, VP of Strategy at OS33, invites you to attend an upcoming webinar that addresses an important question: Are virtual desktops still providing an ROI for RIAs?

In this video to introduce the webinar, Jeff explains that financial advisors face virtual desktop challenges. Virtual desktops are used extensively to provide security and compliance for applications and data.

However, in our current environment, it is clear that virtual desktops can’t keep up with the needs of advisors.

The question becomes, what is the solution? How can an advisor safeguard sensitive information while ensuring productivity remains high?

Register today for OS33’s upcoming webinar to hear from two experts who have decades of experience developing and leveraging technologies to solve problems, and approach every day looking for better ways to protect sensitive information.

April 8, 2021
1pm EST

OS33’s two experts are Morley Ivers, President of OS33, and Jeff Fisher, VP of Strategy.

Morley Ivers, President & Board Director
A serial entrepreneur, Morley has two decades of experience developing and leveraging technologies to solve problems. He views the protection of sensitive information and cybersecurity as two of society’s most pressing challenges.

Morley has leadership experience in both software and hardware companies. He is a Co-Founder and former President at Nucleus, a company that created, launched, and sold the first 3P far-field Alexa enabled device: Nucleus Intercom.

Previously, Morley was President and a Board Director at FanXchange (acquired by vivid). He is a Co-Founder and former President and Board Director at Maxwell Health, which was a fast-growing industry leader in health and insurance tech. Morley also was CRO for RecycleBank, which during his tenure was the Wall Street Journal’s #1 venture capital-backed Cleantech company. He was also involved in the formative years of as VP of Business Strategy and an officer of the company through its IPO.  Morley is a graduate of The Richard Ivey School of Business, and is a proud Canadian and now American citizen.

Jeff Fisher, VP of Strategy
Jeff has more than 20 years of experience developing and implementing go-to-market strategies for several notable emerging and growth-stage infrastructure software companies. At OS33, Jeff leads a number of GTM elements of the Workplace solution, including product marketing.

Jeff has served as Vice President of Strategy and/or Alliances for several innovative enterprise software companies, including Softricity (acquired by Microsoft), Desktone (acquired by VMware), RES Software (acquired by Ivanti), and KEMP Technologies. In these roles, Jeff helped conceive and evangelize emerging product categories, such as Application Virtualization and Desktop-as-a-Service (DaaS) that are now multi-billion software markets. He was an integral member of executive leadership teams that raised more than $100 million in venture/growth capital and delivered more than $400 million in exit value to shareholders.

Earlier in his career, Jeff held technical sales and business development roles at Microsoft and Citrix. He earned a B.A. degree from Cornell University and an M.B.A. from Columbia Business School.  

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