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Teresa Leno is a former financial advisor turned technology entrepreneur and the CEO of freshFinance and freshMerge software. After other business startups and successful careers in both the food commodity and financial services industry, Teresa started freshFinance to solve the problem of outdated client communication solutions in regulated industries. Today, freshFinance has evolved into a financial services communications agency specializing in web-based newsletters, Social Media, and print solutions for corporations with large sales teams. freshFinance utilizes its own proprietary freshMerge software which combines all three communication options into one software. freshMerge is a Cloud SAAS product which was released for licensing to other organizations and industries in 2017. Teresa is considered an expert content strategist and provides consultant services to other FinServ agencies, Broker-Dealers, Independent RIAs, banks, and insurance companies throughout the US and Canada, as well as running her businesses.
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