Ms Amy DeTollaFounder and CEO at Aureus AdvantageSpeaker
Profile
Amy DeTolla is a seasoned wealth-management strategist with decades of experience advising wealth firms on technology and platforms evolution, M&A strategy and post-transaction integration. She is the Founder and CEO of Aureus Advantage, where she partners with leadership teams on scalable growth and operating model design.
Agenda Sessions
RIA Edge Roundtables
, 3:30pmView Session
