INVENT Commences Next Stage of Growth with Appointment of Wealth Management Industry Leader Larry Roth as Strategic Advisor
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Former CEO of Advisor Group and CEO of Cetera Group to Provide Expertise and Guidance to Leading Cloud-Native Technology Platform for Wealth Management Firms. Larry Roth to Align Investment Banking, Growth Planning and Strategic Relationships with INVENT to Drive Accelerated Expansion
I am beyond thrilled to have Larry on the team to help us digitally transform the wealth management industry as large enterprises that support thousands of financial advisors are racing to upgrade their legacy systems. SEATTLE (PRWEB) March 03, 2021 INVENT, an innovative cloud technology platform and consulting firm for the financial services sector, today announced the commencement of the next stage of the company’s ongoing growth vision, with the appointment of wealth management industry lead