Especially in our new virtual world, advisors are looking for more powerful ways to connect with their clients. Now more…
Read More A New Look at Tamarac CRM: More Ways to Help You Connect
Author: Rob Chateauneuf
As VP Tamarac CRM, Rob manages the services and onboarding team that works with new and existing clients to support and onboard Tamarac CRM. He has over 16 years of relevant experience in the financial services industry. Before joining Tamarac, he served as Compliance Manager for Jensen Investment Management and as Manager of Reporting and Compliance for Investors Bank & Trust.