Teams at Advisor360

Lead technical onboarding and solution architecture for enterprise wealth management clients. Translate client goals into platform designs, manage integrations (CRM, data warehouse, APIs), drive adoption, mentor delivery teams, influence product strategy, and ensure successful handoffs to Client Success.

Manage and mentor the Sales Engineering team, develop processes and technology enhancements, support Account Executives, and drive sales strategies to meet client needs.

Lead the engineering architecture for an AI-driven product, focusing on system design, collaborating with AI agents, and ensuring quality and scalability in large-scale SaaS environments.