What You Need to Know
- Tricia Rothschild is leaving her role as president of Apex Fintech Solutions, the parent of Apex Clearing, ahead of the firm's expected IPO.
- Andy Lientz and Lindsey Becker are joining Apex in C-level roles.
- Chief Administrative Officer William Brennan is taking on more leadership tasks.
Apex Clearing’s parent company has restructured its executive leadership ahead of its anticipated $4.7 million initial public offering.
Apex Fintech Solutions President Tricia Rothschild “has decided to leave [the firm] to pursue other opportunities,” according to a statement released a week ago. Before coming on board Apex in July 2020, Rothschild worked at Morningstar for nearly 27 years in executive and other roles.
Apex Chief Administrative Officer William Brennan is taking on more leadership tasks, such as the management of operations, risk sales and client services, the firm says. Also, Andy Lientz and Lindsey Becker are joining Apex as chief technology officer and chief marketing officer, respectively.
Lientz has over 20 years of technology experience, including work at Google and Microsoft. Becker has been in the marketing business for about 15 years and previously was vice president of marketing at Nasdaq.