John Vigliotti

Implementation Project Manager at Smartleaf - Boston, MA, US

John Vigliotti's Colleagues at Smartleaf
Phanindra Dodda

Summer Intern

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Matthew Sullivan

Client Operations Co-op

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Elizabeth Burgess

Marketing & Business Development Associate

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Long Pham

Software Developer Co-op

Contact Long Pham

Rebecca Willis

Marketing Communications Associate

Contact Rebecca Willis

Geoffrey Pelton

Junior Software Engineer

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Tianyu Liang

Software Development Engineer Intern

Contact Tianyu Liang

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John Vigliotti's Contact Details
Email (Verified)
***@smartleaf.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
617-453-0714
Location
Boston,Massachusetts,United States
Company
Smartleaf
John Vigliotti's Company Details
Smartleaf logo, Smartleaf contact details

Smartleaf

Boston, MA, US • 50 - 99 Employees
SaaS

Smartleaf re-engineers portfolio management to enable wealth-advisory firms to effortlessly deliver exceptional tax management and customization to clients, at unprecedented scale. Our software platform is used by some of the nation's largest TAMPs, bank trusts and RIAs to manage everything from custom-tailored $66MM taxable UMA accounts to $5 robo accounts with fractional shares.We allow firms to move upmarket by offering industry-leading transition, customization and tax optimization services. And we help firms implement hyper-efficient delivery models to economically serve the emerging mass affluent — all with one system.We are a dedicated team of financial engineers, mathematicians, software developers and visionaries working together to provide innovative technology that powers the future of wealth advisory services. We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.

Overlay Portfolio Management fintech rebalancing solution consulting wealth management portfolio management SaaS Financial Advisory Services Financial Services
Details about Smartleaf
Frequently Asked Questions about John Vigliotti
John Vigliotti currently works for Smartleaf.
John Vigliotti's role at Smartleaf is Implementation Project Manager.
John Vigliotti's email address is ***@smartleaf.com. To view John Vigliotti's full email address, please signup to ConnectPlex.
John Vigliotti works in the Financial Services industry.
John Vigliotti's colleagues at Smartleaf are Phanindra Dodda, Matthew Sullivan, Elizabeth Burgess, Long Pham, Rebecca Willis, Geoffrey Pelton, Tianyu Liang and others.
John Vigliotti's phone number is 617-453-0714
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