MG

Mark Goldwasser

CEO

Ceros Financial Services, Inc.

New York, New York


Contact Information

Email
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Company Information

Company
Ceros Financial Services, Inc.
Industry
financial services
Employees
33.0
Seniority
C suite

Technologies

Cloudflare DNS Outlook CloudFlare Hosting Pardot Leadfeeder Salesforce Google Font API Joomla reCAPTCHA Facebook Login (Connect) Google Tag Manager Intercom Bootstrap Framework Mobile Friendly Facebook Widget Remote AI

Keywords

ria custody wealth management hybrid advisors investment banking trade desk brokerage platform fee-based accounts mutual fund advisory distribution services fidelity clearing consultative partner back office solutions comprehensive services outsourced trading investment management financial advisors client support asset management portfolio management equity trading options trading bond trading etfs commodities trading futures trading institutional investors private placements high net worth solutions medtech fundraising disruptive technologies healthcare innovation retirement programs investment strategies earnings growth fee-only advisors compliance solutions operational efficiency client relations immediate execution services corporate ria investment choices liquidity network client-centric approach direct access trading systematic withdrawal plans periodic investment plans transaction processing revenue growth financial services capital markets

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