For over three decades, Horsesmouth has helped financial professionals educate their clients and grow their businesses. Its programs reach thousands of advisors, consultants, agents, and accountants, representing every major financial firm and business model. Horsesmouth is an FMT Solutions company.
President
Bill has led Horsesmouth through multiple decades of industry innovation in helping financial advisors build better businesses to serve their clients and communities. Through its pioneering products and services combining education, marketing and technology, Horsesmouth has become the trusted partner of advisors across the financial services industry. Bill previously worked as an analyst at Gartner and served on the board of the NYC chapter of the Young Entrepreneurs Organization. He graduated from Penn’s Management & Technology program with degrees from the School of Engineering and the Wharton School.
Director, Corporate Programs
Miriam joined Horsesmouth in 1997. As Director of Corporate Programs, she is responsible for developing and managing relationships with a wide variety of financial services firms, including broker/dealers, RIAs, insurance carriers and marketing organizations, and asset managers, and helping them use Horsesmouth’s tools to drive growth and advisor loyalty. Prior to joining Horsesmouth, Miriam served as an analyst at Alex. Brown & Sons and previously held a number of sales and marketing positions in the book publishing industry. She graduated from Yale University with a degree in English.
