TheJobsMapAdvisor Credit Exchange jobs and careers
Berwyn, PA, United States
About Advisor Credit Exchange
The Wealth Management Industry has evolved over the last 20+ years to be increasingly more advice-driven and consultative in nature in the way Financial Advisors, Bankers, and Wealth Managers approach their clients. At least this is true for asset management and investments and perhaps other products (e.g. protection/ insurance) as driven through Advisor platforms, financial and estate planning tools, and overall resource and support for the Advisors.
Founded in 2018 by Peter Stanton.
- Founded
- 2018
- Employees
- 1 to 10
- Total funding
- $31.3M
- Headquarters
- Berwyn
Leadership
The top of Advisor Credit Exchange's org chart, with how many people report into each leader.
J.P. Connellan
Chief Executive Officer
3 reports
Melanie Warner
COO And Head Of Business Development
2 reports
Jobs at Advisor Credit Exchange
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