Richard II's Colleagues at CircleBlack
Richard II's Contact Details
HQ
(800) 315-1241
(800) 315-1241
Location
Company
CircleBlack
CircleBlack
Richard II's Company Details
CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time two-way connectivity to custodian and held away accounts along with a range of 3rd party CRM, planning, and risk tools. Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities.
Frequently Asked Questions about Richard II
Richard II currently works for CircleBlack.
Richard II's role at CircleBlack is Director of Product Management.
Richard II's email address is ***@circleblack.com. To view Richard II's full email address, please signup to ConnectPlex.
Richard II works in the Financial Services industry.
Richard II's colleagues at CircleBlack are Jean (Rutkowski), Natalya S., Mark Diese, Mike TA, Cory Belcher, Michael Pass, Mikhail Rogov and others.
Richard II's phone number is (800) 315-1241