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Advisor360°

151 people · 0 jobs
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Advisor360° 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
Collapse
Jason Quinn
CFO & COO
Alex Cunningham
SVP & Chief Information Security Officer
Darren Tedesco
President
Dave Parenti
SVP, Client Operations & Services
Dena Upton
Chief People Officer
Mat Mathews
Chief Product and Engineering Officer
Eric Esfahanian
VP, Enterprise Sales
Alison Durant
Chief Marketing Officer
Jackie Donovan
Chief Of Staff

Board & advisors

Bob Davis
Chairman
Matt Deitch
Director
William Green
Director
Milind Mehere
Director
Wayne Bloom
Advisor
Tom Lux
Advisor
John Plansky
Advisor
John Vaccaro
Advisor

Teams

+17

Leadership Team

21 people · 0 jobs

+21

Software Development and Engineering

25 people · 0 jobs

+9

Data Analytics and Operations

13 people · 0 jobs

+3

Product Management and Implementation

7 people · 0 jobs

+1

User Experience and Design

5 people · 0 jobs

Offices

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