Advisers are moving beyond seeing technology as a back office support function and are beginning to take advantage of the power of technology in enhancing the client experience and ultimately supporting smart, sustainable business models with legacy value.
Trevor Shannon Joins Wealth Access as VP of Sales
We’re thrilled to welcome Trevor Shannon to the Wealth Access team as our Vice President of Sales. Trevor joins us with an extensive background in fintech sales and leadership, bringing over a decade of experience driving growth and building high-performing teams...
