Wesley Warner

Role: Director of Retirement and Account Onboarding Operations at Altruist
Location: Dallas-Fort Worth, TX, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About Wesley Warner

I love to solve problems. Nothing excites me more than spotting a figurative dumpster…

Experience

Director of Retirement and Account Onboarding Operations
Altruist
Apr 2022 — Present

Contact information

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•••••@altruist.com
Personal email
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Current company

Altruist

Financial Services · 305 employees · Founded 2018 · Culver City, California, United States

Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients. We offer intuitive software for account opening, trading, reporting, billing, and over 22 integrations, empowering advisors of all sizes to grow and scale client-centric practices. Since launch in 2018, we’ve grown to the third-largest custodian by advisors served, with nearly 5,000 advisors trusting us to safeguard client assets.

altruist.com

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About Wesley Warner

Experience

Director of Retirement and Account Onboarding Operations

Find verified contacts for anyone on LinkedIn