Advisor360°
- Teams
- Product and Operations Team
Product and Operations Team
About
The Product and Operations Team at Advisor360° is responsible for overseeing the development, education, and operational efficiency of the wealth management platform. This includes product management, quality assurance, data analytics, and user training to ensure seamless integration and optimal functionality for financial advisors.
Team members
Andrew Taft
Manager, Product Education
BL
Betsy Leclair
Sr. Director, Product Operatio...
Erick Crowell
Senior Director, Product Manag...
John Stevens
VP, Product Data & Analytics
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Keri Donahue
Senior Director, Product Educa...
Maureen Scholl
Senior Learning Experience Des...
Saurabh Gupta
QE Manager
Suzanne Bohs
VP, Product Management
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