Account aggregation tools are plentiful for both individuals and advisors—think Mint.com or Personal Capital. So why does David Benskin think Wealth Access can stand out from the pack?
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...
