Wealth Access was proud to be a part of the Shareholders Service Group conference in San Diego. SSG President Dan Skiles discussed the new technology partnerships stating, “Through our many partnerships with leading technology vendors such as Pershing LLC, Black Diamond, Junxure, Wealth Access Inc, Vestorly Inc., TRX and MoneyGuidePro, you have a powerful and complete platform to compete against larger rivals and the Wall Street firms.”
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...
