Amit Dogra Email & Phone Number

Portland, Or, Us

Scope of responsibility includes overseeing the day to day operations, business development, marketing, organic growth of the business and driving execution across all areas of the company. Lead Executive in M&A transactions, including the sale of tru Independence to Sanctuary Wealth.Advisory Services offered through tru Independence Asset Management, LLC, a Registered Investment Advisor with the SEC. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

Indianapolis, Indiana, Us

Responsible for the overall experience delivered by Sanctuary through its products, services and culture for its advisors. Focus includes practice management, client service delivery, relationship management, tuck-in advisor recruiting, M&A advisor recruiting, alternative investments, marketing, branding and PR.

New York, New York, Us

Third Seven Capital is a boutique investment bank serving both growth oriented and middle market companies. We are designed to handle a wide variety of corporate financing needs dealing with companies venturing into the capital markets for the first time, contemplating a strategic acquisition or financing organic growth initiatives.

New York, New York, Us

Third Seven Advisors (TSA) is a national, independent advisory firm that provides services & solutions to both investment advisors & family offices. Our offering includes direct investment opportunities in both early stage & late stage companies, unique technology solutions to grow & operationalize your business, as well as high value consulting where we focus on meaningful engagements, that aren’t solved in an hour long meeting. Visit our website for more information: www.thirdsevenadvisors.comAlso visit Third Seven Advisors on social media:LinkedIn: https://www.linkedin.com/company/11207225/Twitter: @TSADVISORS

Chicago, Il, Us

National responsibility for driving growth through incumbent advisory teams: over 50 locations, 60+ teams, 175+ advisors (300+ people) with over $35 billion of AUM. Manage a team of Regional Directors & Field Marketing Professionals: Key responsibilities include: Manage organic earnings for the company, develop strategy to achieve growth, create and deliver practice management ideas, business management consulting and P&L management responsibility. Also responsible for recruiting FA's onto existing HighTower advisory teams.Key Results include: 133% greater AUM than industry average, 45% greater revenue than industry average, increased number of Barron's ranked advisors 56% from 2014-2016

Conshohocken, Pa, Us

Atlanta, Ga, Us

Served as a wealth management, wirehouse and advisory subject matter expert on all aspects of strategy, sales management, business development, advisor recruiting, product development, practice management, client segmentation relationship building, account management, cross-selling and market penetration. Co-led the Wealth Management and Retirement knowledge group at North Highland.

Wayne, Pa, Us

Developed the sales infrastructure, process & culture for the firm, as well as providing marketing, account management, business development & relationship management oversight.

Charged with running the day to day operations of the wealth management, brokerage and retirement division including: strategic vision, sales management, new business development, relationship management, recruiting new advisors, financial planning, cross-selling, M&A activity, P&L oversight, contract negotiations and vendor management.

New York, Ny, Us

Led team to grow and attract new HNW, UHNW and Family Office relationships through mutual fund, ETF's, alternative investments, SMA and Wrap solutions while cross-selling financial planning and banking products in Mid-Atlantic region.

Managed team charged with building new sales region, recruiting new advisors, selling UMA’s, TAMP, separate accounts, alternative investments, ETF's, mutual fund wrap and retirement plan programs in the greater New York City area. Acted as a practice management consultant for advisors by leading them through business planning, practice segmentation analysis and marketing plan development.

Oaks, Pa, Us

Managed team of 18 account executives,10 member client service team and new business development team that through the recruitment of new advisors & deepening existing advisor relationships, generated a new record of asset sales of $1.7billion in TAMP, SMA's and retirement plan assets.

Ba, Economics

Education record