SOURCE: WealthBook

WealthBook

April 07, 2010 12:00 ET

WealthBook Names P. Richard Sirbu to Serve as Chairman and CEO

Company Poised for Growth, Innovation With Important Addition to Leadership

LAKEWOOD, CO--(Marketwire - April 7, 2010) -  WealthBook, a leading provider of online financial planning for families and their trusted professional advisors, today announced that its board of directors has named P. Richard Sirbu to serve as the company's chairman and chief executive officer.

Sirbu brings more than 40 years of experience strategically and profitably building companies and emerging technologies. His professional background has provided significant experience in management, strategic planning, finance, marketing, sales, and P&L in domestic and international markets. For five years he served as president of AmeriTrade Clearing, and he also served as president of OnMoney by AmeriTrade.

The appointment marks a turning point for WealthBook, which has successfully weathered the
 two-year downturn that had a deep impact on the financial services industry.

"Sirbu rose to the top in our search for a strong leader who could help take WealthBook to the next level," said John Birrenkott, WealthBook founder and president. "We're excited about seeing how his vision for WealthBook impacts our online solution and our strategic direction. We're fortunate to find an executive of this caliber with such a diverse professional background and remarkable track record of success."

Sirbu will begin his new duties immediately. His appointment follows the addition of a significant client and asset manager, as well as several WealthBook milestone releases.

Sirbu said, "I look forward to joining this dynamic team with this exceptional product that will change the way clients and providers manage their financial planning relationships and estates. Clients finally can gain control of and optimize their assets while serving as quarterback for their team of trusted advisors."

For a brief biography of Dick Sirbu, which includes several of his most notable achievements as well as a personal background, go to http://www.wealthbook.com/about-wealthbook/executive-team.

About WealthBook (www.wealthbook.com)
WealthBook provides professional advisors with Web 2.0 features for generating referrals and delivering client service in a secure, online environment. With WealthBook, advisors have an efficient way to expand their referral network by working with clients and their clients' advisors. We are helping professional advisors grow their business and create lifelong relationships through elevated client service. 

Contact Information

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    Peter Baird
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    303-215-9270
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