![Jeff Mello](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Aktive Positionen von Jeff Mello
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Wealthbox
![]() Wealthbox Packaged SoftwareTechnology Services Wealthbox is a CRM technology designed for financial advisors that was launched in 2014. The platform is integrated with leading custodians and wealth-tech partners, and is known for its modern product design and intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. Wealthbox is owned and operated by Starburst Labs, Inc., with offices in Providence. The company was founded by Daniel Ferranti and John Rourke, with John Rourke serving as CEO since incorporation. | Finanzdirektor/CFO | 01.10.2020 | - |
Präsident | 01.10.2020 | - |
Karriereverlauf von Jeff Mello
Statistik
International
Vereinigte Staaten | 2 |
Operativ
Director of Finance/CFO | 1 |
President | 1 |
Sektoral
Technology Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Wealthbox
![]() Wealthbox Packaged SoftwareTechnology Services Wealthbox is a CRM technology designed for financial advisors that was launched in 2014. The platform is integrated with leading custodians and wealth-tech partners, and is known for its modern product design and intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. Wealthbox is owned and operated by Starburst Labs, Inc., with offices in Providence. The company was founded by Daniel Ferranti and John Rourke, with John Rourke serving as CEO since incorporation. | Technology Services |
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