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´¡»å±¹¾±²õ´Ç°ù360°

3 followers

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´¡»å±¹¾±²õ´Ç°ù360° is a fully-integrated wealth management SaaS platform that unifies all systems Financial Advisors need to run their business and support clients.

Industries

Information Technology

Headquarters

Weston, United States

Employees

201-500

Links

Org chart

Michael R. Fanning
CEO

Michael R. Fanning

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Abbe Gálvez Cordón
SVP, Strategy & Corporate Development
Alex Cunningham
SVP & Chief Information Security Officer
Darren Tedesco
President
Dave Parenti
SVP, Client Operations & Services
Dena Upton
Chief People Officer
John Stevens
VP, Product Data & Analytics
Mat Mathews
Chief Product and Engineering Officer
Michael Griggs
Vice President, Client Services And Support
Michele Doyle
VP, Enterprise Data & Analytics
Mike Griggs
VP, Services & Support
Eric Esfahanian
VP, Enterprise Sales
AK
Amy Kandravy
Senior Director, Client Success
Ryan Williams
Manager, Contract And Vendor Management

Teams

+24

Leadership Team

27 members

+23

Software Development and Engineering

26 members

+11

Data Analytics and Operations

14 members

+6

Product Management and Implementation

9 members

+3

User Experience and Design

6 members

Offices

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