AdvisorEngine
Justin W. has a diverse work experience starting in 2008 as an Intern at AGCO Corporation. Justin then joined Accenture in 2010 as a Client Financial Analyst, where they monitored and advised on contract financial conditions. In 2012, they moved to Neuberger Berman and held multiple roles, including Consultant Relations & Institutional Sales and Project Coordinator. At Neuberger Berman, they supported new business efforts and spearheaded a CRM implementation. From 2015 to 2020, Justin was self-employed as a Business Development Professional and Entrepreneur. Currently, they are working at AdvisorEngine as VP, Sales & Business Development, responsible for accelerating new business growth and establishing long-term relationships with clients and industry partners.
From 2006 to 2010, Justin W. attended the University of Richmond - Robins School of Business, where they obtained a Bachelor of Science degree with a focus on Business Administration. Their specialization was in Finance, with a focus on the Investments Track.
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AdvisorEngine
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AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform.