Thomas J. Ericson
Algemeen Adviseur bij Interactive Advisory Software, Inc.
Profiel
Thomas J.
Ericson is currently the General Counsel at Interactive Advisory Software, Inc. He completed his undergraduate degree at Mercyhurst University and his graduate degree at Dickinson Law School.
Actieve functies van Thomas J. Ericson
Bedrijven | Functie | Begin |
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Interactive Advisory Software, Inc.
Interactive Advisory Software, Inc. Packaged SoftwareTechnology Services Interactive Advisory Software, Inc. provides web based wealth management software solutions. It offers Solution 360?, a wealth management software application which focuses on serving the needs of registered investment advisors and independent financial advisors. The firm also offers financials planning, portfolio and customer relations ship management, reconciliation, rebalancing and trading and client portal and reporting services. The company was founded by David W. Grace in 2001 and is headquartered in Egg Harbor, NJ. | Algemeen Adviseur | 01-08-2012 |
Opleiding van Thomas J. Ericson
Mercyhurst University | Undergraduate Degree |
Dickinson Law School | Graduate Degree |
Ervaring
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Bedrijven in privébezit | 1 |
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Interactive Advisory Software, Inc.
Interactive Advisory Software, Inc. Packaged SoftwareTechnology Services Interactive Advisory Software, Inc. provides web based wealth management software solutions. It offers Solution 360?, a wealth management software application which focuses on serving the needs of registered investment advisors and independent financial advisors. The firm also offers financials planning, portfolio and customer relations ship management, reconciliation, rebalancing and trading and client portal and reporting services. The company was founded by David W. Grace in 2001 and is headquartered in Egg Harbor, NJ. | Technology Services |