Wealth Enhancement Group
Spencer Porter is a seasoned professional in technology and product management, currently serving as Senior Manager of Advisor Experience Product Management at Wealth Enhancement Group since December 2021, where responsibilities include leading technology initiatives for Advisor Services and Wealth Strategies, particularly through the optimization of Salesforce Financial Services Cloud. Prior to this role, Spencer held positions at Entrust and Sawtooth Solutions, focusing on Salesforce implementations and system enhancements that improved operational efficiencies. Spencer's academic background includes a Bachelor's Degree in Management Information Systems and Finance from the University of Minnesota Carlson School of Management, supplemented by technical training from RMOTR.
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