Jan 2, 2020
As a dedicated Advisor Advocate, Zach partners with affiliated advisor firms in the West/Central territory to provide strategic business and practice management support. In his role, Zach is a trusted resource responsible for advisor satisfaction, engagement, and...
Jan 2, 2020
As an Advisor Technology Training Specialist, Megan aids advisors in onboarding and ongoing training on various platforms, builds reports, and audits data to ensure accuracy. Prior to joining NewEdge Advisors, she served as a Reporting Specialist at Orion Advisor...
Jan 1, 2020
As Manager, Advisor Technology, Justin is directly responsible for managing the Advisor Technology team with the goal of helping all affiliated advisor teams successfully utilize and optimize advisor technology solutions in their practices. Additionally, Justin serves...
Jan 1, 2020
John’s role includes providing national support to the business development team and serving as Manager, Advisor Advocate. As a dedicated Advisor Advocate, John partners with affiliated advisor firms in the Mid-Atlantic/Southeast territory to provide strategic...
Jan 1, 2020
As Director of Marketing, Jenny works with transitioning advisor teams to build and execute their individual brands and create the tools needed to reach their target audiences. She also provides ongoing marketing and communications support to our advisors. Jenny has...
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