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Anthony Cavataio
Vp Technology Solutions Consultant at Triad Hybrid Solutions
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Work Experience
Apr 2019 - Present · 5 years and 8 months
Vp Technology Solutions Consultant
Dec 2019 - Present · 5 years
Avp, Technology Solutions Consultant
Apr 2019 - Dec 2019 · 8 months
Product Manager
May 2016 - Apr 2019 · 2 years and 11 months
Company Details
51-200 Employees
Confidence Wherever You Grow. Triad Hybrid Solutions is a Registered Investment Advisory firm offering financial professionals the best features of an independent advice model. Triad Hybrid Solutions relieves the expense and headache of regulatory navigation by offering advisers a flexible RIA structure. Advisers serve investors by creating their own unique brand and value proposition. The Hybrid Solutions team delivers expert consultative guidance, operational and compliance support, and advanced technology tools for fee-based firms. Our solutions maximize and foster exceptional client management and advisory practice growth. Dually registered individuals may also leverage our sister company, Triad Advisors, for commission-based services. Triad Hybrid Solutions provides the tools, resources and guidance to grow a wealth management practice with confidence. Maintain your independence. Own your book and your future. Contact us today for an objective evaluation of your options.
Year Founded
1998
Social Media
Linkedin
Industry
Financial Services
HQ Location
5155 Peachtree Parkway Suite 3230 Norcross, GA 30092, US
Keywords
Registered Investment AdviserHybrid AdvisersAdviser Technologyand Adviser Compliance
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