´¡»å±¹¾±²õ´Ç°ù360°
3 followers
‌
´¡»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
Headquarters
Employees
Links
Org chart
Michael R. Fanning
Collapse
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
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
