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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

George Tamer
Head of Sales at Advisor Engine

Profile

George has spent his career helping wealth management firms use technology to achieve their strategic objectives. As Head of Sales, he uses a consultative approach to match client needs with AdvisorEngine capabilities. His responsibilities include driving sales and relationship management.

Over the last 25+ years, he has visited thousands of advisor offices gaining a deep understanding of the challenges and opportunities facing financial advisors. He has a track record of delivering positive results through partnering and collaboration with clients and prospects.

Prior to joining us, George was managing director at TD Ameritrade Institutional. In this role, he led the sales and relationship management team, including practice management, wealth management and technology consulting.

Agenda Sessions

  • Innovation Demonstrations

    12:15pm