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Ellen Montwori
Operations Manager at Freedom Advisors
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Work Experience
Feb 2019 - Present · 5 years and 11 months
Operations Manager
Feb 2023 - Present · 1 years and 11 months
Advisor Services Manager
Feb 2021 - Feb 2023 · 2 years
Senior Advisor Services Specialist
Feb 2019 - Feb 2021 · 2 years
Company Details
51-200 Employees
Freedom Advisors offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes to their clients. 🔹 Do business the way you've always wanted 🔹 Have everything white-labeled with your brand 🔹 Select from 600 models from 100 money managers including our proprietary EQIS and 3D models 🔹 Eliminate the need for operations staffing with our operational support team To learn more about Freedom Advisors, visit https://freedomadvisors.com or call us at 800-949-9936. View Our Social Media Use and Guidelines: https://pages.freedomadvisors.com/social-media-use-and-guidelines
Year Founded
2007
Social Media
Linkedin
Industry
Financial Services
HQ Location
100 Constitution Plaza Fl 7 Hartford, Connecticut 06103, US
Keywords
Turnkey Asset Management PlatformInvestingWealth ManagementFinancial Advisory TechnologyFinancial Advisory Practice Management
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Contact Details
  • Email AddressE**@freedomadvisors.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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