The Product Management and Implementation team at Advisor360° is responsible for defining and executing the product strategy to enhance the wealth management SaaS platform. They collaborate closely with cross-functional teams to ensure seamless integration and deployment of features, prioritize customer needs, and drive product enhancements. This team also facilitates the successful implementation of solutions for financial advisors, ensuring that clients fully leverage the platform to optimize their business operations.
Aaron st. Lawrence
Manager Of Programs, Client Op...
Alex Kam
Customer Success Director
Bella Kharit
Director, Engineering
Betsy Leclair
Sr. Director, Product Operatio...
Bryan Panner
Director Of Application Develo...
Erick Crowell
Senior Director, Product Manag...
Mark McGillivray
Product Implementation Lead
Shawn McCarthy
Product Manager II
Wayne Straub
Director, Engineering