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Casey Cotton

Chief Technology Officer

Arete Wealth Management

San Diego, California


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Arete Wealth Management
Industry
financial services
Employees
73.0
Seniority
C suite
Annual Revenue
43800000.0

Technologies

Sendgrid Constant Contact Gmail Outlook Google Apps Zendesk GoDaddy Hosting Zoho SalesIQ Salesforce WordPress.org Mobile Friendly reCAPTCHA Vimeo Google Font API Apache Google Analytics Google Tag Manager Data Analytics AI

Keywords

wealth planning asset management investment banking consulting wealth management investment advisory alternative investments bespoke investments private equity venture capital capital raising art advisory wine advisory financial planning registered investment advisor broker-dealer high-net-worth individuals client-centered services portfolio management securities investment retail investors due diligence financial compliance risk management financial stability consumer protection equity investments fixed income investments third-party money managers investment research collectible investments insurance services tax strategy investment strategy market analysis financial reporting client relations investment opportunities asset allocation investment processes financial transparency market research high-yield investments bespoke financial solutions customized investment plans institutional investments advisor networks client support services financial technology solutions business continuity planning capital markets financial services investment management

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