“Wealth Access is the first secure platform that focuses on empowering high net worth investors to link together every account, every investment, every advisor, and every detail of their financial world,” said founder and CEO David Benskin. “This translates into better, simpler, smarter wealth management.”
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...
