The Senior Team at PriceMetrix brings a solid blend of experience to the opportunity at hand. Over the past two decades, the team has worked extensively with investments distributors and manufacturers, and has led change management efforts and revenue growth in a number of industries.
President & CEO
Doug Trott co-founded PriceMetrix in 2000 bringing 18 years of strategy consulting experience in the retail and wholesale financial industries. Under his leadership, PriceMetrix has become the leading provider of scalable practice management solutions for the Wealth Management industry. In his role as President & CEO, Mr. Trott focuses on the business development and growth of PriceMetrix, setting the company’s strategic direction in meeting the evolving needs of North American brokerage and Wealth Management firms.
Prior to PriceMetrix, Mr. Trott founded The Taddingstone Consulting Group, Inc., a boutique strategy firm specializing in the North American Wealth Management industry. Taddingstone conducted over 75 consulting engagements for banks, retail brokerage firms, money managers and mutual funds. Global clients include ING, UBS, JP Morgan, Citigroup and Fidelity. He began his consulting career at Oliver, Wyman & Co., where he rose to become Senior Partner and Country Head for Canada.
Mr. Trott holds an Honors Bachelor of Commerce degree in Economics and Commerce from the University of Toronto and an M.B.A. from the University of Chicago.
Patrick Kennedy is co-founder of PriceMetrix, the leading provider of practice management software to North America’s wealth management industry. He currently leads the teams responsible for client services and analytics.
Prior to co-founding PriceMetrix, Patrick was a Senior Consultant with The Taddingstone Consulting Group, Inc., a strategy consulting firm focused exclusively on the financial services industry.
Patrick’s career has spanned 18 years working directly with the wealth management industry, and his experience with data aggregation and analytics give him a unique perspective on retail brokerage practice management.
Patrick has authored and presented several papers, leveraging the unique industry views provided by PriceMetrix data. He has been profiled in OnWallStreet, WealthProfessional and FundFire, and is frequently quoted in the media including InvestmentNews, Forbes, TheStreet.com, and the Wall Street Journal.
Chief Financial Officer
Brent Geddes serves PriceMetrix as Chief Financial Officer. In this role Mr. Geddes oversees all financial related functions of the company, including Operational and corporate finance, contracting and capital management.
Mr. Geddes has years of proven experience performing as financial lead for a variety of technology related organizations. Prior to joining PriceMetrix, Mr. Geddes was the Vice President Finance and CFO for AudienceView Ticketing Corporation, an advanced ticketing services provider to arenas, stadiums, theaters, and other venues worldwide, as well as Vice President Finance for Casero Inc., a leading provider of infrastructure software to broadband service providers; and, Director, Finance for Solect Technology Group, a leading provider of customer care and billing software to internet service providers.
Mr. Geddes holds CMA (Certified Management Accountant) and CFA (Chartered Financial Analyst) designations.
Vice President, Sales and Marketing
Mark Davidson joined in September 2013 and is responsible for driving the growth of the firm, managing customer relationships and building the brand. Mark joined PriceMetrix from Thomson Reuters, where Mark was the Managing Director and Senior Country Officer for the Canadian Financial and Risk business since April 2009, leading sales, marketing, account management, service and support. During this period he also served as Head of Major Accounts for the Americas for one year. From 2005-2009, Mark was the Senior Vice President of Sales, Marketing and Customer Relationship Management at Thomson Financial, the predecessor firm to Thomson Reuters. He joined Thomson after four years with Morningstar Canada, where he was the Vice President of Sales and Marketing.
From 1995-2001, Mark worked as a management consultant with KPMG Canada. He was the Principal of the Marketing Strategy Practice, covering clients primarily in the high technology and financial services sectors. He led engagements on corporate strategy, marketing strategy, sales force effectiveness, sales compensation design, customer satisfaction improvement and market research. During this period, Mark also served on the Faculty of Management of the Rotman School of Business at the University of Toronto, where he designed and led the course in Marketing Management for the Executive MBA Program.
From 1984-1995, Mark worked with IBM in systems engineering, marketing and sales roles, primarily focused on the financial services industry. His final assignment was with IBM’s Systems Integration business, where he served as Advisory Marketing Representative.
Mark holds a Bachelor of Applied Science Degree in Civil Engineering from the University of British Columbia and an MBA from the University of Toronto.
Vice President, Technology
Chris Skyrme joined PriceMetrix in 2010, and currently serves as Vice President, Technology. In this role, Mr. Skyrme leads the teams responsible for technical product development, integrating new clients with the PriceMetrix platform, as well as the information technology group. Mr. Skyrme has created synergies across each of these teams to ensure that our solutions remain stable and secure, while being intuitive and functional for users.
Mr. Skyrme has gained a broad experience in various technology organizations over the past 18 years. Prior to joining PriceMetrix, Mr. Skyrme held senior management positions with responsibilities including Sales, Operations, Professional Services, and Product Marketing as an original employee of AudienceView. Mr. Skyrme also spent two years in London, England as a System Architect for Solect Technology Group focusing on integrating their Customer Care and Billing product into the workflows of major clients such as British Telecom.
Mr. Skyrme holds a degree in Engineering Science from the University of Toronto.
Manager, Human Resources
Kim Lloyd joined PriceMetrix in 2005 as Manager, Human Resources. In this role, she is responsible for the continued development of staffing & retention strategies, talent management and organizational development of the company.
Ms. Lloyd brings over 15 years of experience in helping early stage companies develop and implement progressive human resources programs and practices. She joined PriceMetrix from Advanced Utility Systems, where she was responsible for the development and implementation of a wide range of HR programs, including the company’s MBO Performance Management and Health & Wellness initiatives. Prior to this, she held a variety of progressive HR positions at Quartet Service Corporation, Algorithmics Inc. and Bain & Company.
Ms. Lloyd is a member of the Human Resources Professionals Association of Ontario (HRPAO), where she is active in their Mentoring Program.