Advisor360° Deepens Customer Success and Operations with Expanded Senior Team

112

Brian Gruttadauria joins as Vice President of Operations & Quality

Advisor360°, a Software-as-a-Service (SaaS) provider of integrated technology for the wealth management industry, has hired Brian Gruttadauria as Vice President of Operations & Quality. He will lead the company’s operations and build a team focused on the overall enterprise quality of the Advisor360° SaaS platform.

“2021 was a transformational year for Advisor360° – and a profitable one”

Gruttadauria has 30 years of experience in senior technology and global engineering roles at organizations such as Oracle, Lenovo and EMC. He most recently served as Vice President and Chief Technology Officer for Oracle’s Cloud Business Group, where he developed and communicated Oracle cloud strategy to customers and partners. Gruttadauria is also active in the startup community, advising early stage fintech startups such as Fairmarkit and Equipify on scaling their technology for the enterprise.

“We’re committed to delivering a superior client experience by growing our team with A-list technology talent such as Brian and others,” said Doug Wood, Senior Vice President of Customer Success & Operations at Advisor360°. “We’re building a team of product delivery authorities and client advocates who understand and support the needs of top wealth management firms.”

Also Read: New Engen and Acorn Influence Join Forces to Create Expanded Digital Marketing Offering

Additionally, Amy Kandravy and Amar Singh have joined the Customer Success & Operations team as Senior Directors of Customer Success. A customer experience professional for 30 years, Kandravy has led national service teams for multiple business lines at Fiserv Investment Services, Cutter Associates and State Street Research. Singh, who was most recently with Commonwealth Financial Network, has more than 10 years of experience in the wealth management industry.

Key Milestones for Advisor360°

The addition of Gruttadauria comes on the heels of key business milestones for Advisor360° in 2021. Notably, the company onboarded 17,000 users to its platform in a single day for Massachusetts Mutual Life Insurance Company, giving MassMutual advisors seamless access to, and a complete view of, their clients’ financial investments.

Advisor360° also rolled out multiple platform innovations, including personal securities reporting and conflict trading through integrations with 25 large broker dealers, and upgraded practice level reporting on trusted contacts and insurance policies.

“2021 was a transformational year for Advisor360° – and a profitable one,” said Rich Napolitano, Chief Executive Officer of Advisor360°. “It is hard for most SaaS companies at our stage to grow fast and be profitable, but we are doing it because we have a great product and great people. For 2022, we’ll be investing in our go-to-market team, and rolling out more innovations that will enhance our platform and user experience so that we can continue revolutionizing the work of wealth management.”

Comments are closed.

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More