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Technological Vision Background & Philosophy Our Team Client & Partners Press Room Contact Us Wealth Management Systems Inc. Appoints Metcalfe as CEO November 18, 2003 (PLANSPONSOR.com) – Jude Metcalfe has been appointed Chief Executive Officer of Wealth Management Systems Inc. (WMSI), a provider of technology solutions for financial service companies, according to a press release. Most recently CEO of Mellon HR Solutions, Metcalfe has also worked at Fidelity Investments, Kwasha Lipton, Prudential Securities, Boston Financial Data Services, and the Bank of New York throughout his career. Tom Loch, former CEO, will now serve as President and Chief Technology Officer and remain Chairman of the Board of Directors. As CTO, Loch will focus on the development of WMSI’s products and will direct WMSI’s development plans and strategies. Wealth Management System also recently launched the Rollover Solutions Network, an electronic interface between record keeping platforms and brokerage account opening applications. The program allows users to transfer existing information such as participant account data and balances from current qualified retirement plans into a retail IRA account. Back to Press Room Press Release Archives Looking for a press release? Please select from the archives below: Press Room 2006/2007 Press Room 2005 Press Room 2004 Press Room 2003

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