Advisor360°

3 followers


Advisor360° is a fully-integrated wealth management SaaS platform that unifies all systems Financial Advisors need to run their business and support clients.

Industries

Headquarters

Employees

Links

Org chart

Mat Mathews
Chief Product and Engineering Officer
Alex Cunningham
SVP & Chief Information Security Officer
Dena Upton
Chief People Officer
Abbe Gálvez Cordón
SVP, Strategy & Corporate Development
Dave Parenti
SVP, Client Operations & Services
Michele Doyle
VP, Enterprise Data & Analytics
Lenny Vernovsky
VP, Client Onboarding
Mike Griggs
VP, Services & Support
John Stevens
VP, Product Data & Analytics
Mike Liberty
Director, Operations Architecture
Emily Kennedy
Director, Human Resources Business Partner
Stephanie Guadagnoli
Director, HR Business Partner
Prakash Miragi
HR Manager
Naveen Rana
Support Services Manager
Richard Lynch
SQL Developer, Manager Database Support
Nava Jyothi B.
Project Lead Quality
Santosh Bhakthavatsala
Senior Database Administrator
Alex Barry
Account Based Marketing Manager
Jacqueline Murphy
Senior Manager, Marketing And Communications
Claude Denton
Vice President Of Data Platforms
Sinead Boyle
Director Engineering Program Management
Christopher Reynolds
Internal Services & Technology Manager
Matt Mancini
Vice President, Wealth Onboarding
Michael Griggs
Vice President, Client Services And Support
Alex Kam
Customer Success Director
Amy Kandravy
Senior Director, Client Success
Jeffrey Crisp
Director Of Customer Success
Lisa Eklund
Senior Director, Chief Of Staff Client Operations & Services
Aaron st. Lawrence
Manager Of Programs, Client Operations And Services
Daniel Guerriero
Customer Success, Technical Manager
Shaun Griffin
Sr. Manager, Customer Success And Operations