Avantax
1 follower
Avantax helps financial firms grow their client base & optimize marketing spend & mix, through conAvantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting their goal of minimizing clients’ tax burdens throu... Read more
Org chart
SVP, Avantax Planning Partners
VP, Community & Advisor Engagement
VP, Planning & Growth Solutions
VP, Product Management
VP, Software Engineering
VP, Communications
Co-Chief Investment Officer
Compliance Education & Training
Director Regulatory Compliance
Compliance Consultant III
AML Compliance Consultant
Regulatory Principal/sales Supervision
Regional Director, Enterprise Growth
Program Manager, Corporate Development
Principal – Alternative Investment Sales Specialist
Regional Business Development Manager
Business Development Consultant, Avantax Wealth Management®
Business Development
Northeast Advisory Sales Specialist
