![Douglas Wood](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Douglas Wood
Director de Operaciones en Advisor360?, LLC .
Relaciones activas
Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
---|---|---|---|---|
Michael Fanning | M | - |
Advisor360?, LLC
![]() Advisor360?, LLC Packaged SoftwareTechnology Services Part of Gratitude Holdings, Inc., Advisor360?, LLC is a wealth management platform that offers a range of services to streamline advisor workflow, increase productivity, and drive enterprise growth. The company is based in Weston, MA, with offices in other locations and a remote workforce in Canada. The company's proprietary unified data fabric® (udf) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The platform combines CRM, performance reporting, financial planning, insurance, proposal generation, trading, model management/rebalancing, operations, workflow, analytics, document imaging, fee-billing, compliance, and a client-facing portal in one easy-to-navigate system. The company's connected wealth management software delivers tailored solutions, saving financial advisors time while increasing efficiency. The company was founded by Darren Tedesco, and Richard Napolitano has been the CEO of the company since 2019. | 1 años |
Darren Tedesco | M | - |
Advisor360?, LLC
![]() Advisor360?, LLC Packaged SoftwareTechnology Services Part of Gratitude Holdings, Inc., Advisor360?, LLC is a wealth management platform that offers a range of services to streamline advisor workflow, increase productivity, and drive enterprise growth. The company is based in Weston, MA, with offices in other locations and a remote workforce in Canada. The company's proprietary unified data fabric® (udf) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The platform combines CRM, performance reporting, financial planning, insurance, proposal generation, trading, model management/rebalancing, operations, workflow, analytics, document imaging, fee-billing, compliance, and a client-facing portal in one easy-to-navigate system. The company's connected wealth management software delivers tailored solutions, saving financial advisors time while increasing efficiency. The company was founded by Darren Tedesco, and Richard Napolitano has been the CEO of the company since 2019. | 5 años |
William Green | M | 70 |
Advisor360?, LLC
![]() Advisor360?, LLC Packaged SoftwareTechnology Services Part of Gratitude Holdings, Inc., Advisor360?, LLC is a wealth management platform that offers a range of services to streamline advisor workflow, increase productivity, and drive enterprise growth. The company is based in Weston, MA, with offices in other locations and a remote workforce in Canada. The company's proprietary unified data fabric® (udf) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The platform combines CRM, performance reporting, financial planning, insurance, proposal generation, trading, model management/rebalancing, operations, workflow, analytics, document imaging, fee-billing, compliance, and a client-facing portal in one easy-to-navigate system. The company's connected wealth management software delivers tailored solutions, saving financial advisors time while increasing efficiency. The company was founded by Darren Tedesco, and Richard Napolitano has been the CEO of the company since 2019. | 4 años |
Bob J. Davis | M | 67 |
Advisor360?, LLC
![]() Advisor360?, LLC Packaged SoftwareTechnology Services Part of Gratitude Holdings, Inc., Advisor360?, LLC is a wealth management platform that offers a range of services to streamline advisor workflow, increase productivity, and drive enterprise growth. The company is based in Weston, MA, with offices in other locations and a remote workforce in Canada. The company's proprietary unified data fabric® (udf) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The platform combines CRM, performance reporting, financial planning, insurance, proposal generation, trading, model management/rebalancing, operations, workflow, analytics, document imaging, fee-billing, compliance, and a client-facing portal in one easy-to-navigate system. The company's connected wealth management software delivers tailored solutions, saving financial advisors time while increasing efficiency. The company was founded by Darren Tedesco, and Richard Napolitano has been the CEO of the company since 2019. | - |
Thomas Finn | M | 63 |
Association of Strategic Alliance Professionals
| - |
Hakan Akbas | M | 55 |
Association of Strategic Alliance Professionals
| - |
Amy Guarino | F | - |
Association of Strategic Alliance Professionals
| - |
Steve Gibson | M | - |
Association of Strategic Alliance Professionals
| - |
Peter Halenar | M | - |
Association of Strategic Alliance Professionals
| - |
Julie Curtis | F | - |
Association of Strategic Alliance Professionals
| - |
Marc Palombo | M | - |
Association of Strategic Alliance Professionals
| - |
Matt Deitch | M | - |
Advisor360?, LLC
![]() Advisor360?, LLC Packaged SoftwareTechnology Services Part of Gratitude Holdings, Inc., Advisor360?, LLC is a wealth management platform that offers a range of services to streamline advisor workflow, increase productivity, and drive enterprise growth. The company is based in Weston, MA, with offices in other locations and a remote workforce in Canada. The company's proprietary unified data fabric® (udf) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The platform combines CRM, performance reporting, financial planning, insurance, proposal generation, trading, model management/rebalancing, operations, workflow, analytics, document imaging, fee-billing, compliance, and a client-facing portal in one easy-to-navigate system. The company's connected wealth management software delivers tailored solutions, saving financial advisors time while increasing efficiency. The company was founded by Darren Tedesco, and Richard Napolitano has been the CEO of the company since 2019. | - |
Gráfico relacional
Relaciones con varias empresas
Antiguas relaciones
Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
---|---|---|---|---|
Richard Napolitano | M | - |
Advisor360?, LLC
![]() Advisor360?, LLC Packaged SoftwareTechnology Services Part of Gratitude Holdings, Inc., Advisor360?, LLC is a wealth management platform that offers a range of services to streamline advisor workflow, increase productivity, and drive enterprise growth. The company is based in Weston, MA, with offices in other locations and a remote workforce in Canada. The company's proprietary unified data fabric® (udf) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The platform combines CRM, performance reporting, financial planning, insurance, proposal generation, trading, model management/rebalancing, operations, workflow, analytics, document imaging, fee-billing, compliance, and a client-facing portal in one easy-to-navigate system. The company's connected wealth management software delivers tailored solutions, saving financial advisors time while increasing efficiency. The company was founded by Darren Tedesco, and Richard Napolitano has been the CEO of the company since 2019. | 5 años |
Estadísticas
País | Relaciones | % del total |
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Estados Unidos | 13 | 100.00% |
Antigüedad de la relación
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Origen de las relaciones
- Bolsa de valores
- Insiders
- Douglas Wood
- Red Personal