Leadership Team

Tangram Solutions LLC

We're a great team of highly qualified Financial experts, Professionals, Technologists and Researchers who have done extensive industry research and have been studying how to build Innovative platform/solution that makes today’s complex annuities management simpler, efficient and more personalized. The Innovative WealthBookTM platform was evolved the platform makes it all possible for firms, Advisor’s and their clients and more.

IncomeWizard ProTM - a first-ever sales tool for insurance companies that enables ‘One Meeting Sales’. As Income Wizard Pro caters to IMOs and BGAs that want to bring their sales game to a whole new level.

Benefits:

• Helps close sales faster — “One meeting sale!"

• Reduces risks — “Compares wide range of products”

• Eliminates phone tag, frees up MR’s time — “More time to sell”

What Does It Do:

Provides agents with the optimal annuity(s) policies and quotes for a specific client situation within minutes, while letting their MR monitor and track all agent quotes from start to finish.

Alfred R. Berkeley

Al is Chairman, Princeton Capital Management, a registered investment adviser, Vice Chairman, Gentag, Inc. and a director of RealPage, Inc. [NASDAQ: RP]. Al served as the President (and later Vice Chairman) of The NASDAQ Stock Market, Chairman, Pipeline Trading Systems LLC; prior to that he was a Managing Director of Alex. Brown & Sons, an investment bank. Al holds a B.A. from the University of Virginia and his MBA from Wharton

James L. McCabe

Jim founded and heads Drexel Morgan Capital Advisors, a wealth management firm with $4+ Billion under management. Jim has four decades of experience in active investing and portfolio management. He obtained his Ph.D. in economics from the University of Pennsylvania and has served as International Economist for the U.S. Department of State and for The World Bank

Milind M. Lele

Milind has three-plus decades of experience in strategy and marketing as author, strategy consultant and Adjunct Faculty at Chicago’s Booth School of Business. Prior to starting Tangram Solutions, Milind built up and ran SLC Consultants, Inc., a multi-million dollar strategy consulting firm. In addition, Milind launched theiMart.com, a e-commerce startup in 2000. He has a Ph.D. from Harvard in system theory and undergraduate degrees in Electrical Communication Engineering & Physics.

Michael F. Smithson

Mike is Senior Vice President, Wealth Management at Cowan Financial Group and is responsible for building a client-based business centered on both the growth and the protection of client assets. He has over 10 years’ experience of managing variable annuity portfolios and in-depth familiarity with the issues and challenges posed by various insurers’ offerings. Prior to joining Cowan Financial Group, Mike held a similar position with Prudential Securities incorporated, a division of Prudential Financial Incorporated.

Milind M. Lele – President and CEO

Milind has three-plus decades of experience in strategy and marketing as author, strategy consultant and Adjunct Faculty at Chicago’s Booth School of Business. Prior to starting Tangram Solutions, Milind built up and ran SLC Consultants, Inc., a multi-million dollar strategy consulting firm. In addition, Milind launched theiMart.com, a e-commerce startup in 2000. He has a Ph.D. from Harvard in system theory and undergraduate degrees in Electrical Communication Engineering & Physics.

Raja M. Iqbal – Vice President & CTO

Raja is a technologist, leads overall business and technology strategy. In his previous role he worked as Sr. Director and VP Product Head. Raja is experienced product development executive with extensive experience in building world class products, solutions and has led teams within United States and globally. He has previously led the startups, as well as B2B platform team for Netfish a startup acquired by IONA Technologies.