The dedicated onboarding team ensures our advisors and our clients have a seamless experience joining AdvicePeriod. Our digital onboarding tools dramatically reduce the paperwork, complexity and frustration often associated with onboarding – allowing our advisors to spend more time with their clients.
The operations team’s focus is on the ongoing account maintenance of our advisors’ clients. Our professionals execute trades, wires, transfers and all day to day administration for our clients – allowing our advisors to spend more time with their clients.
Armen has spent his entire, nearly 15-year career, in financial services cultivating and managing key client relationships for top investment firms. He brings to AdvicePeriod experience creating and implementing operational strategies that enable reduction in risk and streamlined operational practices, allowing advisors to spend more time building their practice. Armen earned a BA in Economics and an MBA from Rutgers University.
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