Looking Ahead with Veo: Achieving the Advisor Vision

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  • 02 mins 08 secs
Chris Valleley, Director of Technology Solutions at TD AMERITRADE offers a look into the VEO Initiative journey and how the Summit has grown and evoloved over the past decade.

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Advisor Technology with Tim

Timothy D. Welsh, CFP® is President and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with investment advisors on growth strategies as well as partnering with leading financial services and technology firms to distribute products and services through the advisor channel.