Reed Colley
Amministratore Delegato presso Summit Wealth Systems, Inc.
Profilo
Reed Colley is currently the Chief Executive & Financial Officer, Secretary at Summit Wealth Systems, Inc. Prior to this, he worked as the Senior VP & GM-Black Diamond Business Unit at Advent Software, Inc. from 2012 to 2013.
He obtained his undergraduate degree from Vanderbilt University.
Posizioni attive di Reed Colley
| Società | Posizione | Inizio |
|---|---|---|
Summit Wealth Systems, Inc.
 Summit Wealth Systems, Inc. Packaged SoftwareTechnology Services Summit Wealth Systems, Inc. has developed a powerful and accessible wealth management platform that allows advisors to focus on guiding their clients towards a life of abundance while growing their businesses. Summit is based in San Francisco, CA, and the CEO of the company is Reed Colley. The platform is designed to streamline and automate the work advisors do every day, combining unified data with a simple, elegant solution and experience that advisors and clients love. Summit has won the 2023 "Wealthie" industry award in the innovation-new platforms category for its wealth journey feature, which allows advisors and clients to record and memorialize key milestones and goals in their lives. | Amministratore Delegato | - |
Precedenti posizioni note di Reed Colley
| Società | Posizione | Fine |
|---|---|---|
| ADVENT SOFTWARE, INC. | Corporate Officer/Principal | - |
Formazione di Reed Colley
| Vanderbilt University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Advent Software, Inc.
 Advent Software, Inc. Information Technology ServicesTechnology Services Advent Software, Inc. offers software and services that automate work flows and data across investment management organizations. It develops, markets, and sells software products, Software-as-a-Service, hosting services, and data interfaces. The company was founded by Stephanie G. DiMarco in 1983 and is headquartered in San Francisco, CA. | Technology Services |
Summit Wealth Systems, Inc.
Summit Wealth Systems, Inc. Packaged SoftwareTechnology Services Summit Wealth Systems, Inc. has developed a powerful and accessible wealth management platform that allows advisors to focus on guiding their clients towards a life of abundance while growing their businesses. Summit is based in San Francisco, CA, and the CEO of the company is Reed Colley. The platform is designed to streamline and automate the work advisors do every day, combining unified data with a simple, elegant solution and experience that advisors and clients love. Summit has won the 2023 "Wealthie" industry award in the innovation-new platforms category for its wealth journey feature, which allows advisors and clients to record and memorialize key milestones and goals in their lives. | Technology Services |
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