Advisor360°

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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.

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Michael R. Fanning

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Abbe Gálvez Cordón
SVP, Strategy & Corporate Development
Alex Cunningham
SVP & Chief Information Security Officer
Claude Denton
Vice President Of Data Platforms
Dave Parenti
SVP, Client Operations & Services
Dena Upton
Chief People Officer
John Stevens
VP, Product Data & Analytics
Mat Mathews
Chief Product and Engineering Officer
Matt Mancini
Vice President, Wealth Onboarding
Michael Griggs
Vice President, Client Services And Support
Michele Doyle
VP, Enterprise Data & Analytics
Mike Griggs
VP, Services & Support
Lisa Eklund
Senior Director, Chief Of Staff Client Operations & Services