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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
Abbe Gálvez Cordón
SVP, Strategy & Corporate Development
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
Claude Denton
Vice President Of Data Platforms
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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