About Us

The senior partners of Invest Apex Solutions came together to solve problems facing legacy enterprise systems. Many businesses who saw great success over the last two to three decades are now facing great risk of remaining viable. Technology is evolving rapidly for businesses, and digitally connecting all aspects of the enterprise with partners and customers. Understanding new challenges and formulating a dynamic strategy that is cost-effective and pragmatic, yet forward-thinking and delivers the best experience for customers, is essential to your organization's success.


Leaders in Transformation

Larry L.

20 Years in Business Transformation

Larry L. is a highly seasoned Business and Technology Executive with deep experience in business management and digital transformation in the Insurance, Investment Management, Commercial Real Estate, and Information Technology Consulting industries.

In his various leadership roles, which included the role of Chief Technology Officer (CTO) for an insurance company and Chief Executive Officer (CEO) of a consulting group, Larry was responsible for establishing and directing enterprise level policies and procedures, and driving business growth through transformation of systems and processes. He also oversaw mission critical systems and operations, responding to regulatory audits, acquisition related due diligence efforts, and annual compliance processes.  

Ragav G.

18 Years in Data and Analytics Transformation

Ragav G. has a wealth of knowledge in global technology management from his experience in Media and Entertainment, Consumer Product, Retail, Real Estate, and BPO companies, ranging in size from early-stage to Fortune 100. He is a passionate technology leader with an extensive record of success in technology and operations management, architecture, product development, and user experience (UX) design. 

Ragav is also highly successful in creating vision, identifying opportunities, and effectively implementing innovative solutions. He has helped improve Data Analytics, Data Engineering, Data Governance, Master Data Management, Data Quality, and Reporting solutions for large scale organizations such as 20th Century Fox, Walt Disney Studios, BMC, Capital One, Petco and Westfield.  

Martin S.

20 Years in Investment Operations Transformation

Martin S. is an accomplished fintech executive whose career has encompassed delivering strategic visionary leadership and professional services to an extensive range of financial market companies including RIA’s, institutional asset managers, hedge funds, private equity organizations, fund administrators as well as global banks.

Martin has served as a trusted advisor to investment management firms that are in the process of establishing or re-engineering their day to day business operating models in order to become more efficient, cost effective and generate more revenue and growth. Some of the more notable firms he has worked with are PIMCO, Goldman Sachs, JP Morgan, BTG Pactual, KKR, Ares Management and Oaktree Capital.

David S.

22 Years in Finance, Planning
& Analysis

David S. is a seasoned Finance Executive with a proven track record. He has a wealth of knowledge in finance, financial systems, budgets and forecasts. His experience includes Commercial Real Estate, Entertainment, Manufacturing, Consumer Products, Food and Health Care Products. 

David is highly successful in process improvement. He identifies the opportunities and successfully implements the solutions. He has streamlined processes has saved countless hours for MGM Studios, Leiner Health Products, Paramount Studios and Westfield.

Michael M.

25 Years in Enterprise Transformation

Michael M. is a technologically advanced leader in Information Technology with vast experience in Cloud Architecture, Technical Project Management, and Full Stack Development. His experience spans across the Healthcare IT, eCommerce, Fintech, and Mobile Application industries. 

Michael has served as a startup CTO and professional consultant leading cross functional teams with a high level of integrity and technology competence. He is an expert at integrating emerging technologies while also highly creative in solving complex problems. Michael has completed successful projects for well know corporations such as Blue Shield of California, Kaiser Permanente, SCAN Health Plan, Microsoft, Apple, Best Buy, and Intuit.

Terrence C.

25 Years in Change

Terrence C. has extensive experience in providing consulting services to professional services firms and business owners in the Audit & Tax, Construction, Financial Services, Healthcare, Information Technology, and Legal industries. A key focus of his efforts has been on developing strategic marketing, communications, and training materials regarding disciplines such as regulatory compliance, risk management, protecting intellectual property, driving business growth, and business process improvement. 

Terrence brings strategic thinking to business and technology processes and then follows it up with the supporting messaging which helps clients optimize the perceived value-add and enrichment of the experience for their employees, customers, or patients.