ViewTrade Holding Corp.
Thomas Testi has extensive experience in the financial services sector, currently serving as a Financial Solutions Advisor at Bank of America Merrill Lynch since October 2015. In this role, Thomas Testi acts as a relationship manager for mass affluent clients, facilitating discussions and conducting financial reviews to recommend suitable investment and banking products. Additionally, Thomas Testi has been the Director of Client Development at ViewTrade Securities since April 2009, where responsibilities likely include overseeing client relationships and strategic business development initiatives.
ViewTrade Holding Corp.
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ViewTrade is the force that powers fintech and cross-border investing for financial services firms throughout the world. We provide the technology, support and brokerage services that business innovators need to quickly launch or enhance a retail investing experience. Over the past 20+ years, our approach has helped 300+ firms – from technology startups to large banks, brokers and advisors – create the differentiating investment experiences their customers demand. With clients in over 20 countries and a team that brings decades of experience and understanding of brokerage technology and services, we help our business clients deliver the investment access and financial solutions they require. ViewTrade Holding Corporation (“ViewTrade”) is the parent company of Orbis Systems Inc and ViewTrade Securities Inc, each wholly owned subsidiaries of ViewTrade.