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Cramer FinTech Directory
Categories We Cover: Advisory — Platform, Client Portal, Books & Records/Onboarding, Portfolio - Management & Rebalancing, CRM, Planning - Financial Planning, Advisory - Billing
Our Company in 30 seconds!
Rich Cancro | CEO & Founder | 866-826-2731 | rich.cancro@advisorengine.com |
Craig Ramsey | COO | 866-826-2731 | cramsey@advisorengine.com |
Scott Woodworth | Head of Client Services | 866-826-2731 | swoodworth@advisorengine.com |
John Tyers | Chief Growth Officer | 866-826-2731 | jtyers@advisorengine.com |
David Coyle | SVP & Head of Bus Dev | 330-631-5220 | dcoyle@advisorengine.com |
Kathy Crowley | Senior Bus Dev Manager | 984-238-2133 | kcrowley@advisorengine.com |
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