Advisor Credit Exchange
1 follower
The Wealth Management Industry has evolved over the last 20+ years to be increasingly more advice-driven and consultative in nature in the way Financial Advisors, Bankers, and Wealth Managers approach their clients. At least this is true for asset management and investments and perhaps other product... Read more
Org chart
J.P. Connellan
Chief Executive Officer
J.P. Connellan
Collapse
Frank Brescia
Client Experience Specialist
Paul Donovan
COO/CTO
Ugo Lancellotti
Director Of Technology/Chief Information Security Officer
