RM
Robert Morris
Business Development Director at Rixtrema
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Work Experience
Business Development Director
Jan 2018 - Present ยท 7 years
Chief Operating Officer
Aug 1999 - Dec 2017 ยท 18 years and 4 months
American Skandia
Senior Sales Manager
Jun 1998 - Aug 1999 ยท 1 years and 2 months
Company Details
11-50 Employees
All the tech you need as a financial advisor: ๐Ÿ“ˆ Risk Software ๐Ÿค– AI for financial advisors ๐Ÿ’ป Plan prospecting software ๐Ÿ—ƒ๏ธ Retirement plan database ๐Ÿ’Ž Insights from Risk Experts
Year Founded
2010
Social Media
Linkedin
Industry
Financial Services
HQ Location
80 Broad Street 6th floor New York, NY 10004, US
Keywords
Risk ModelingFinancial AdvisoryAsset ManagementWealth ManagementArtiAIrtificial intelligencei for financial advisors#FinancialAdvisorAI
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