Advisor360° Names Abbe Gálvez Cordón Head of Strategy & Corporate Development

WESTON, Mass.–(BUSINESS WIRE)–#ConnectedWealthAdvisor360°, a leading provider of integrated software for enterprise wealth management firms, is pleased to announce that Abbe Gálvez Cordón has joined as Senior Vice President of Strategy & Corporate Development. In this newly created role, Gálvez Cordón will lead the company’s development and growth activities, reporting directly to Advisor360°’s Chief Executive Officer, Mike Fanning.




Gálvez Cordón brings extensive experience in wealth management and technology, most recently serving as Managing Director, Head of Wealth & WealthTech Investment Banking at Bank of America. There, she was responsible for building the bank’s WealthTech practice from the ground up, working directly with scores of companies across these sectors.

“We’re excited that Abbe is joining the Advisor360° leadership team. With her deep understanding of WealthTech, she will lead the evolution of our strategy and identify organic and inorganic opportunities to help drive innovation and guide the company through our next phase of growth,” said Fanning. “Abbe’s experience and strategic acumen are exactly what we envisioned when we were developing this new role. I look forward to working closely with her during this exciting time for our company.”

During her 16 years at Bank of America and Merrill Lynch, Gálvez Cordón held key leadership roles across the organization, including serving as a Managing Director in Corporate Strategy, where she helped write the bank’s first strategic plan and institutionalize the strategic planning process. As Chief Operating Officer of U.S. Trust (now Bank of America Private Bank) she led the organization’s growth strategy and technology investments. Throughout her career, Gálvez Cordón has advised on over $35 billion in transactions and raised over $40 billion in capital.

Earlier in her career, Gálvez Cordón was a consultant with Deloitte Consulting’s Financial Services Industry Practice. She received her B.A. in Economics, cum laude, from the University of Pennsylvania and her M.B.A. from Harvard Business School.

About Advisor360°

Advisor360° builds, integrates, and delivers technology for wealth management firms. The company’s award-winning integrated and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients, and the home office so that firms can drive better outcomes and innovate quickly. Advisor360° clients benefit from timesaving capabilities and streamlined workflows when it comes to portfolio and performance reporting, financial planning, insurance, proposal generation, trading and model management, digital onboarding, document management, analytics, and compliance. The company’s proprietary Unified Data Fabric® (UDF) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The company is headquartered in Weston, Massachusetts, with offices in Bengaluru, India; Belfast, Northern Ireland; and a remote workforce in Canada.

Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience. To learn more, visit www.advisor360.com.

Contacts

Media:

Jacqueline Murphy

jmurphy@advisor360.com