Education Session No. 1787
Technology Disruption in Wealth Management
DATE: Tuesday, April 23rd, 2024
SPEAKERS:
Morgan McGovern, Managing Director, Advisor, Constellation Wealth Capital, LLC
Cynthia Trillo, Managing Director, Head of GS Advisor Solutions and GS Select Operations, Goldman Sachs
Tracy Tuens, Managing Director, Cynosure Wealth Advisors
Kimberly Venable, Senior Enterprise Sales Executive, Vanilla
Molly Lynn, Moderator, Vice President, Head of Account Management & Client Success, Addepar
HOST: Addepar
LOCATION: Addepar Office
460 W. 50 N., First Floor
Salt Lake City, UT 84101
VIEW FULL INVITE