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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
Claude Denton
Vice President Of Data Platforms
Darren Tedesco
President
Dave Parenti
SVP, Client Operations & Services
Dena Upton
Chief People Officer
Jeff Schwantz
CRO
John Stevens
VP, Product Data & Analytics
Mat Mathews
Chief Product and Engineering Officer
MM
Matt Mancini
Vice President, Wealth Onboarding
Michael Griggs
Vice President, Client Services And Support
Michele Doyle
VP, Enterprise Data & Analytics
Mike Griggs
VP, Services & Support
Lisa Eklund
Senior Director, Chief Of Staff Client Operations & Services

Teams

+25

Leadership Team

28 members

+23

Software Development and Engineering

26 members

+11

Data Analytics and Operations

14 members

+6

Product Management and Implementation

9 members

+4

User Experience and Design

7 members

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