Vicki Roan

Chief People Officer at FeeX - New York, NY, US

Vicki Roan's Contact Details
HQ
888-677-3339
Location
New York,New York,United States
Company
FeeX
Vicki Roan's Company Details
FeeX logo, FeeX contact details

FeeX

New York, NY, US • 20 - 49 Employees
SaaS

Pontera (formerly FeeX) is revolutionizing wealth management by making it possible for financial advisors to actively manage 401K and other held away accounts. The Pontera solution enables advisors to manage and trade held away accounts, thus offering a comprehensive, holistic service to their clients and unlocking greater financial outcomes for both advisors and their clients. FeeX clients include Fortune 100 financial services firms, RIAs, broker-dealers and advisory firms of all sizes.

Personal Finance Internet Crowdsourcing Financial Fees 401(k) Fees IRA Fees B2B Data Processing and Preparation
Details about FeeX
Frequently Asked Questions about Vicki Roan
Vicki Roan currently works for Pontera.
Vicki Roan's role at Pontera is Chief People Officer.
Vicki Roan's email address is ***@pontera.com. To view Vicki Roan's full email address, please signup to ConnectPlex.
Vicki Roan works in the Information Technology & Services industry.
Vicki Roan's colleagues at FeeX are Aviv Cohen, Michal Bar, Asaf Lavi, Geffen Brenman, Leora Hershman, Lida Yaes, Liza Noikas and others.
Vicki Roan's phone number is 888-677-3339
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