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Candidate ID#120218

RIA Technology and Operations Professional

Preferred Location:

North-East

Open to Relocation:

No

We are currently representing an RIA Technology and Operations Professional who is exploring opportunities. Details below:

Assisted in the grew of his current firm from 1B AUM to 6B AUM over the last 4 years
Subject matter expert in Addepar, Tamarac, StratiFi, eMoney, Salesforce and PortfolioCenter
Extensive experience onboarding and training new advisors and advisor teams
Built out processes and procedures to streamline the firm’s operations including: reporting, auditing, asset allocation, investment and tax analysis, and alternative investment aggregation

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120218

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Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide.

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