Tag : Advisor360

William D. Green Joins Advisor360° Board of Directors
Banking Fintech News

Chris Ollendike Joins Advisor360° as SVP, Head of Sales

Fintech News Desk
Advisor360°, provider of an integrated suite of productivity tools for advisors, clients, and broker-dealers, announced today that Chris Ollendike has joined the team as SVP of Sales. In collaboration with the leadership team, Mr. Ollendike will develop the partner ecosystem and acquire new broker-dealer clients. Read More: Antier Solutions launches......
Advisor360°-Names-Cassie-Warrington-VP_-Business-Development
Artificial Intelligence Banking Business Fintech InsurTech Investment Services News Trading

Advisor360° Names Cassie Warrington VP, Business Development

Fintech News Desk
Advisor360°, provider of a unified, integrated software suite for advisors, clients, broker-dealers and rollup-RIAs, today announced that Cassie Warrington has joined the firm as Vice President, Business Development. A thought leader with a proven track record of leveraging her expertise in business planning, account development and third-party partnerships, Ms. Warrington’s hire represents......
William D. Green Joins Advisor360° Board of Directors
Business Fintech News

William D. Green Joins Advisor360° Board of Directors

Fintech News Desk
The former Chairman and CEO of Accenture brings long-term enterprise knowledge and relationships to the WealthTech company’s board Advisor360°, provider of a unified, integrated software suite for advisors, clients, and Broker-Dealers/Rollup-RIAs today announced that seasoned enterprise IT industry veteran William (Bill) D. Green has joined the company’s board of directors. Read More: The......
Advisor360° Introduces New Insurance Application for Wealth Management Enterprises
Fintech InsurTech News

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

Fintech News Desk
The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their advisors to grow their businesses. Advisor360°, provider of a unified, integrated suite of customizable tools for advisors, clients, and enterprises, today announced it has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management firms to further evolve......
Advisor360° Expands HR, Operations and Engineering Teams with Four New Hires
Fintech News

Advisor360° Expands HR, Operations and Engineering Teams with Four New Hires

Fintech News Desk
WealthTech software company Advisor360° announced four new hires: Meredith Crouse as Senior Vice President, Chief People Officer, Doug Wood as Senior Vice President, Customer Success and Operations, Gilad Sade as Vice President, Engineering Development and John Considine as Vice President, Solutions Architect. Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe Group “This is a......
William D. Green Joins Advisor360° Board of Directors
Fintech News

Advisor360° Names Richard Napolitano, Former EMC/Dell Executive, as CEO

Fintech News Desk
Mr. Napolitano will focus on growing and expanding the company and bringing the Advisor360° solution to financial advisors across the wealth management industry WealthTech software company Advisor360° announced it has named technology industry veteran Richard Napolitano as CEO to scale the company and bring the Advisor360° solution to financial advisors and enterprises......
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