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MoneyDesktop Attracts Former AtTask Executive and Sales Veteran

Top-Tier Sales Executive Prepares to Propel Fast-Growing Tech Company and Supercharge Sales Efforts

MoneyDesktop, a provider of online banking-based personal financial management (PFM) solutions to banks and credit unions, announces the acquisition of former AtTask National Sales Director, Chad Perry.

At MoneyDesktop, Perry will serve as the executive vice president of sales and be responsible for enterprise sales operations. He will lead a team that has already signed an industry leading 450 clients in just 3 years. With Perry’s 17 years of sales experience and expertise, MoneyDesktop anticipates future growth and sales to dwarf their already impressive numbers.

While at AtTask, Perry either directly sold or led the sales efforts into Disney, CBS, Sony, Amazon.com and Apple Computers. Among his widely recognized clients, he also worked with top-tier financial industry clients such as Goldman Sachs, Ernst & Young, JPMorgan Chase and others.

“As a fast-growing SaaS start-up, it is so rare to be able to attract this caliber of talent – someone who has been there, done that and taken an Enterprise SaaS company from $1M to $50M in annual revenue,” said Ryan Caldwell, CEO and founder of MoneyDesktop. “I can’t emphasize enough how big of a win this is for us as we shift into a new gear of accelerated growth and strategy.”

Perry also served as the Vice President of Channel and Business Development at AtTask where he generated all sales channel and business development activities, including international efforts. Before AtTask, Perry worked as the Sales Director for Novell where he re-engineered the North American sales organization and co-authored company-wide methodology, all while managing a 100+ member team.

“I’m thrilled to be with a young, fast-growing company that is already making a significant impact on the financial technology industry,” Perry said. “With all the disruption in the space and MoneyDesktop’s ability to provide innovative solutions that financial institutions need, I’m excited to see where we can take things.”