We were able to showcase our client portal, account aggregation capabilities and multi-generational wealth views, optimized for all mobile devices at this year’s Junxure Conference held in Las Vegas. In addition, the Wealth Access team hosted an after-hours reception poolside at the Four Seasons where we were able to discuss the importance of utilizing Wealth Access to better advise clients.
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...
