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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Mat Mathews
Chief Product and Engineering Officer
Alex Cunningham
SVP & Chief Information Security Officer
Dena Upton
Chief People Officer
Doug Wood
SVP, Customer Success & Operations
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
Rick Ennis
Director, Operations Services
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