Advisor360°
Meredith Connell, CFP® is a Senior Product Manager at Advisor360°, a position held since April 2019, following a successful tenure at Commonwealth Financial Network from August 2008 to March 2019, where various roles included Operations IT Product Owner and Supervisor of Account Supervision. Connell's extensive experience in financial operations and product management is supported by a Bachelor of Arts in International Relations from Boston University, earned between 2004 and 2008.
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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.