Our People

Ian SorekIan Sorek
CEO & Founder
Mr. Sorek has extensive experience in managing marketing and sales for technology start-ups. Previously Mr. Sorek has acted as Regional Director for Comverse Networks Systems (NASDAQ: CMVT), CEO of Emblaze APAC (UK:EMBL) and Sales Director APAC for ECTEL (NASDAQ: ECTX).


Mark StephensMark Stephens
VP Product Development & Founder
Mark is the founder and chief technology officer. Mr. Stephens has over 20 years of financial industry experience and has provided the vision for the SENTRYi solutions suite.


Joel BarelJoel Barel
VP Sales, Solutions
Joel is one of the founders of Tersus Software Ltd., a visual development platform (www.tersus.org) that enables codeless development of enterprise systems. Prior to founding Tersus, Joel served as Managing Director North America and before that Managing Director Asia Pacific for SunGard Business Integration. Joel Barel earned his Bachelor of Science degree in physics at Tel-Aviv University.


Raymond CheeRaymond Chee
VP Sales, Products
Ray began his career in the banking industry where he spent 8 years in business development for Maybank, Citibank and BNPParibas. For the past three years, he was responsible for the sales of the Meridea product suite in the Asia Pacific Region. Raymond Chee earned his bachelor of business/banking at NTU Singapore.


Randall MaxwellRandall Maxwell
VP Marketing
Randall began his media career in Canada and moved to the Asia Pacific Region in 1994 with the TIME Warner organization as VP Time Inc. - Asiaweek magazine. Mr. Maxwell later joined MTV Asia (Viacom) as VP/General Manager of new media ventures. Randall Maxwell earned his bachelor of economics at the University of Western Ontario, Canada.


Nixon LeeNixon Lee
Director of North Asia
Nixon started his sales and marketing profession for IT industries since his MBA graduation the Chinese University of HK in 1985. In the past six years, he has extensive experience in product and business development in providing IT solutions to the wealth management industries. Nixon is also one of the founders of Wealth Bridge Asia Limited (www.wealthbridgeasia.com), a business process outsourcing provider for the fund administration.


Wong Chee BoonWong Chee Boon CPA – CFO
Chief Financial Officer
Chee Boon has more than 13 years of finance and accounting experience. He has worked in real estate, shipping and in the IT industry. Chee Boon has more than 8 years of work experience with US MNCs in the IT industry and he was the Financial Controller with EMC, Novell and Comstor. He is a Fellow with The Association of Chartered Certified Accountants.


Mark Madhavan BatumaliaMark Madhavan Batumalia
Sales Manager
Mark started his sales career at a Singapore branch of DS-MAX delivering advertising and promotional campaigns for SMEs. He later moved to the banking sector where he spent 3 years selling Consumer and Corporate banking products for HSBC and Standard Chartered respectively. Mark earned his Bsc (Honours) in Business & Management specializing in Marketing at the University of Bradford, UK.


Yaniv CohenYaniv Cohen
Director of IT and Support
Yaniv has 10 years of experience in the Information Technology industry. He is a Check Point Certified Security Administrator (CCSA) and have served in the Israeli Airforce. He is also well versed in basic programming and SQL database.


Kaden LaoKaden Lao
Director of Research & Development
Kaden has been in the IT and software industry for the more than seven years. Starting his career in software solution space for the regional telecom industry, Kaden subsequently served as the chief designer and architect for one of the leading local enterprise mobilization solution provider. Kaden earned his MSc in Computer Science at National University of Singapore.

Tuesday, May 20, 2008

What are we trying to do?

Dear Readers,

Welcome back! We hope you have enjoyed reading the first post and we do look forward to providing you with more informative reads.

Having come this far, we find it an absolute must to share with you the spark that got the fire going, how SENTRYi was founded, and what we want to do. This will help you to appreciate what we are putting our efforts into.

Our mission is to develop practical, streamlined portfolio advisory and management solutions which will minimise time and efforts spent for research and administration. Today, our solutions boast of a wealth of solutions that assist financial advisories in the management of client portfolios. These goals are fulfilled through a series of automated processes that monitors portfolio investments and issues alerts, while facilitating speedy applications and changes within the client portfolio.

And this is how SENTRYi was conceived, and established.

Mr Ian Sorek, founder of SENTRYi, engaged the services of financial advisor Mark Stephens, (now VP Product Development and Founder of SENTRYi) to better manage finances.

Mr Sorek soon came to the realisation that he was not in full understanding of his personal investment portfolio. As he probed his financial advisor, Mr Sorek was perturbed to learn about the often cumbersome and repetitive processes in the industry that left Mr Stephens tied up with research, compliance and application paperwork. Both came to realisation the “gaping void” in the financial advisory industry for cutting edge, labour saving solutions. The lack of transparency and the ability to customise were apparent in most investment portfolios.

With an iron willed determination to overcome these surfaced limitations, SENTRYi was established in December 2004 by Mr Ian Sorek and Mr Mark Stephens. The goal was to develop solutions that will prove to add tangible, measurable value to clients, advisors and practice owners by adding transparency, compliance and processing efficiencies.

Holding firm to the organisational belief that “one size does not fit all,” we then worked hard to create a solution that would be able to cater to each consumer’s unique needs and preferences, which has led to the warm reception of our solutions. For example, the award winning Portfolio Designer TM can be customised to suit an individual IFA’s entire advisory process.

After gathering feedback, much brainstorming and putting our goals into action, we have certainly succeeded creating a revolution in the industry with the launch of its flagship product, the award winning Portfolio Designer TM, and the versatile Management Platform TM. As many of our clients have attested, our solutions have provided them with a customised risk profiler, graphical and easy to use sector and fund analysis, as well as an automated form generator.

Our clients are certain that this functionality assists them in achieving greater efficiency, while ensuring that compliance requirements are met. Time after time, they have expressed their satisfaction with our complete understanding of our advisory business model!

We are glad that our hard work has paid off and we certainly look forward to helping even more achieve greater goals with our solutions.

Stay tuned!

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