Advisor360°
Lenny is responsible for Advisor360°’s beginning-to-end client onboarding experience, ensuring the success of cross-functional teams in introducing independent, insurance, and broker-dealer clients to the products. He is responsible for integrated planning/PMO, client requirements, definition and gap analysis, application customization/configuration, data conversion, client readiness, and go-live execution. Prior to Advisor360°, Lenny served as Vice President of the Program Management Office and Quality Assurance at Commonwealth Financial Network. He holds a BS in business from Boston College and an MS in project management from George Washington 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.