![Darren Tedesco](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Darren Tedesco
Fondateur chez Advisor360?, LLC
Postes actifs de Darren Tedesco
Sociétés | Poste | Début | Fin |
---|---|---|---|
Advisor360?, LLC
![]() Advisor360?, LLC Packaged SoftwareTechnology Services Part of Gratitude Holdings, Inc., Advisor360?, LLC is a wealth management platform that offers a range of services to streamline advisor workflow, increase productivity, and drive enterprise growth. The company is based in Weston, MA, with offices in other locations and a remote workforce in Canada. The company's proprietary unified data fabric® (udf) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The platform combines CRM, performance reporting, financial planning, insurance, proposal generation, trading, model management/rebalancing, operations, workflow, analytics, document imaging, fee-billing, compliance, and a client-facing portal in one easy-to-navigate system. The company's connected wealth management software delivers tailored solutions, saving financial advisors time while increasing efficiency. The company was founded by Darren Tedesco, and Richard Napolitano has been the CEO of the company since 2019. | Directeur/Membre du Conseil | 01/04/2019 | - |
Fondateur | 01/04/2019 | - | |
President | 01/04/2019 | - |
Historique de carrière de Darren Tedesco
Anciens postes connus de Darren Tedesco
Sociétés | Poste | Début | Fin |
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Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Corporate Officer/Principal | 20/09/2010 | - |
Formation de Darren Tedesco
University of Connecticut | Undergraduate Degree |
Bryant University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Technology Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Finance |
Advisor360?, LLC
![]() Advisor360?, LLC Packaged SoftwareTechnology Services Part of Gratitude Holdings, Inc., Advisor360?, LLC is a wealth management platform that offers a range of services to streamline advisor workflow, increase productivity, and drive enterprise growth. The company is based in Weston, MA, with offices in other locations and a remote workforce in Canada. The company's proprietary unified data fabric® (udf) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The platform combines CRM, performance reporting, financial planning, insurance, proposal generation, trading, model management/rebalancing, operations, workflow, analytics, document imaging, fee-billing, compliance, and a client-facing portal in one easy-to-navigate system. The company's connected wealth management software delivers tailored solutions, saving financial advisors time while increasing efficiency. The company was founded by Darren Tedesco, and Richard Napolitano has been the CEO of the company since 2019. | Technology Services |
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