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Megan Meade

CEO

The Pacific Financial Group, Inc.

Seattle, Washington


Contact Information

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Company Information

Company
The Pacific Financial Group, Inc.
Industry
investment management
Employees
57.0
Seniority
C suite
Annual Revenue
27800000.0

Technologies

Salesforce Outlook Pardot Hubspot Improvely Google Tag Manager Linkedin Marketing Solutions Wistia Google Analytics Mobile Friendly Remote

Keywords

core retirement account management variable annuity optimization separately managed accounts managed portfolios brokerage window retirement account management tamp investment management model portfolios risk management back office services billing reporting sdba turnkey asset management self-directed brokerage accounts 401(k) management 403(b) management 457 plan management financial advisors portfolio management investment solutions technology platform risk assessment financial consulting client onboarding wealth management compliance services digital signatures client communication investment strategies financial planning portfolio tracking asset allocation alternative investments retirement planning financial education investment monitoring performance reporting client relations wealthtech solutions p4 core gps platform sma services concierge support model risk management client engagement investment security digital portfolio building financial independence holistic solutions consultative approach business growth financial professionals security compliance portfolio construction due diligence market insights structured investment products automation solutions client retention financial advice retirement accounts administrator support financial services management consulting

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