Advisor360°
Aaron St. Lawrence is a seasoned professional with extensive experience in client success and program management within the financial services sector. Currently serving as Manager of PMO Client Success at Advisor360°, Aaron leads a diverse team responsible for developing client productivity tools and enhancing client relationships, including overseeing the delivery of the company's first AI offering. Previous roles at Advisor360° include Senior Program Manager, where Aaron successfully updated and standardized over 300 servers, and Operations Project Manager, where a comprehensive monitoring roadmap was created. Prior experience includes roles at BNY Mellon | Eagle Investment Systems, State Street Bank, Brown Brothers Harriman, and State Street, encompassing various positions in business analysis and financial reporting. Aaron holds a B.A. in Liberal Arts from Framingham State University.
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Advisor360°
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Advisor360° is a fully-integrated wealth management SaaS platform that unifies all systems Financial Advisors need to run their business and support clients.