Darren Tedesco
Gründer bei Advisor360?, LLC
Profil
Darren Tedesco is the President & Director of Advisor360?, LLC, a company he founded in 2019.
He was also a Managing Principal at Commonwealth Equity Services LLC.
Mr. Tedesco received his undergraduate degree from the University of Connecticut in 1993 and his MBA from Bryant University in 1999.
Aktive Positionen von Darren Tedesco
Unternehmen | Position | Beginn |
---|---|---|
Advisor360?, LLC
Advisor360?, LLC Packaged SoftwareTechnology Services Part of Gratitude Holdings, Inc., Advisor360?, LLC is a wealth management platform that offers a range of services to streamline advisor workflow, increase productivity, and drive enterprise growth. The company is based in Weston, MA, with offices in other locations and a remote workforce in Canada. The company's proprietary unified data fabric® (udf) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The platform combines CRM, performance reporting, financial planning, insurance, proposal generation, trading, model management/rebalancing, operations, workflow, analytics, document imaging, fee-billing, compliance, and a client-facing portal in one easy-to-navigate system. The company's connected wealth management software delivers tailored solutions, saving financial advisors time while increasing efficiency. The company was founded by Darren Tedesco, and Richard Napolitano has been the CEO of the company since 2019. | Gründer | 01.04.2019 |
Ehemalige bekannte Positionen von Darren Tedesco
Unternehmen | Position | Ende |
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Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor and broker/dealer headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Corporate Officer/Principal | - |
Ausbildung von Darren Tedesco
University of Connecticut | Undergraduate Degree |
Bryant University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor and broker/dealer headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Finance |
Advisor360?, LLC
Advisor360?, LLC Packaged SoftwareTechnology Services Part of Gratitude Holdings, Inc., Advisor360?, LLC is a wealth management platform that offers a range of services to streamline advisor workflow, increase productivity, and drive enterprise growth. The company is based in Weston, MA, with offices in other locations and a remote workforce in Canada. The company's proprietary unified data fabric® (udf) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The platform combines CRM, performance reporting, financial planning, insurance, proposal generation, trading, model management/rebalancing, operations, workflow, analytics, document imaging, fee-billing, compliance, and a client-facing portal in one easy-to-navigate system. The company's connected wealth management software delivers tailored solutions, saving financial advisors time while increasing efficiency. The company was founded by Darren Tedesco, and Richard Napolitano has been the CEO of the company since 2019. | Technology Services |