Victor Williams

A full CRM and advisor-workflow portfolio, owned end to end

Salentica Elements on Salesforce. Salentica Engage on Dynamics 365. Data Broker, Black Diamond CRM, and ModestSpark. One strategy, one roadmap, plus a professional-services motion for larger clients, serving roughly 200 RIA, broker-dealer, and trust firms. I own the product direction and shape the pricing, packaging, and platform strategy behind it.

On the AI side, I built the enablement and governance framework that defines how AI and Agentforce capabilities are evaluated, gated, and approved for release in a regulated industry.

• ~5 minto root cause

  Root cause in minutes, not weeks

  Built AI-assisted diagnostic tools for integration investigations. One reconstructs failure patterns straight from Salesforce event logs; the other compares working and failing traffic side by side, and isolated a root cause in about five minutes.

• 3 weeksahead of enforcement

  Three weeks early on a hard platform deadline

  Led a Salesforce security and compliance remediation across the managed-package suite, owning the approach and sequencing, and delivered ahead of the platform's enforcement deadline.

• 3 → 1systems into one view

  One connected view for advisors

  Delivered the contact-sync solution that put CRM at the center of the Black Diamond and InnoTrust ecosystem, replacing three disconnected systems with a single connected view.

• Gatedbefore it reaches clients

  AI that ships, governed like it should be

  Built the framework for evaluating and gating AI and Agentforce capabilities before they reach clients, with consumption-based cost controls to protect margin.

• ~50%shorter regression cycles

  Connectivity at custodial scale

  Stood up multi-custodian connectivity with Fidelity, Schwab, Pershing, and Orion, supporting KYC and AML requirements, and cut regression cycles roughly in half through automated testing and parallel sprints.

Custodians, portfolio systems, trust accounting, and siloed CRMs feed one integration layer, so advisors and operations work from a single view. Every chapter of my work has been some version of that job.

Prioritization is the easy part

Regulated software punishes teams that stop there. The expensive questions arrive later. What the integration actually does under load, who signed off on the permissions, whether the thing survives a penetration test and then a client's compliance review. I make those calls instead of routing them.

That's why I can direct a third-party penetration test and the remediation behind it, talk architecture with engineering as a peer, and still own the commercial story: pricing, packaging, go-to-market, and the escalations that keep enterprise clients on the platform.

The vertical changes; the job doesn't. Regulated data, systems that need to talk, and products that have to make money. I've run that pattern in wealth management and lived it in payroll and HR software.

M.S., Information Technology, Florida State University · M.B.A., University of North Florida · B.A., Political Science, Flagler College

The fastest way to reach me is email

Happy to connect if you're working in WealthTech or FinTech, thinking about AI governance in financial services, or building product orgs where strategy and execution both have to be real.