David Rankin

Chief Revenue Officer, Proteus

David Rankin is listed as Chief Revenue Officer, Proteus. David spoke at The Wealth Mosaic Live US 2026 in November 2026 (panellist, “Topic Breakout #1: RIA Mega Demo – Modern RIA Operating System”). Speaks mainly on Topic Breakouts.

Compiled from published conference agendas; not yet confirmed by David. Is this you? Claim this profile.

• Topics: Topic Breakouts

Sessions at 1 conference

The Wealth Mosaic Live US 2026 2 November 2026

• Topic Breakout #1: RIA Mega Demo – Modern RIA Operating System Panellist

Spoke alongside

People who have shared a session with David at events on B2DB.

• David Navama Cofounder & CEO · Storyline 1 shared session
• Ian Karnell Chief Executive Officer · VastAdvisor 1 shared session
• Jim Hardeman EVP, Product · Zocks 1 shared session
• Bob Leaper Senior Business Development Executive · SmartLeaf 1 shared session
• Mark Ovaska Head of Product · Field 1 shared session
• Michael Casciano President and Founder · EVO Wealth Consulting 1 shared session
• Peter Dietrich Global Head of Index Sales · TMX VettaFi 1 shared session
• Tom Burmeister VP, Product Solutions · Conquest Planning 1 shared session