��屹��ǰ�360°

3 followers

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��屹��ǰ�360° 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

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

Product Management and Implementation

9 members

User Experience and Design

7 members

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