Teams at Advisor360

Manage and mentor the Sales Engineering team, develop processes and technology enhancements, support Account Executives, and drive sales strategies to meet client needs.

Lead the engineering architecture for an AI-driven product, focusing on system design, collaborating with AI agents, and ensuring quality and scalability in large-scale SaaS environments.

Lead the full-cycle sales process for strategic enterprise clients in wealth management, focusing on relationships with C-suite stakeholders and closing seven-figure deals.