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@tru-ind.com
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5 phones found area 917, 312, and 973
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Amit Dogra is listed as Wealth Management/Fintech/RIA/M&A/Family Office Business Leader, Operator, Growth Expert at tru Independence, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at tru-ind.com, phone signal with area code 917, 312, 973, and a matched LinkedIn profile for Amit Dogra.
Amit Dogra previously worked as President & Chief Operating Officer, Board Member at Tru Independence and Chief Experience Officer at Sanctuary Wealth. Amit Dogra holds Ba, Economics from Boston College.
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AeroLeads found 1 current-domain work email signal for Amit Dogra. Compare company email patterns before reaching out.
Amit is an executive with over 25 years of experience in helping investment advisors, FinTech firms, Family Offices and wirehouse firms grow through business leadership, practice management, service delivery, investment management, business development and relationship management. Amit has broad experience in working with Registered Investment Advisors (RIAs), Independent Broker Dealers, Wirehouses, Private Banks, Family Offices and Trust Companies and also M&A transactions.He has successfully served in management roles, developed relationships and distributed investment, FinTech and wealth management solutions directly and indirectly to affluent, high net worth and ultra high net worth individuals. Amit has in depth knowledge of mutual funds, separate accounts, alternative investments, third party asset management programs (TAMPs), UMAs, digital wealth platforms, personal trust services, platform service delivery, comprehensive wealth management services and practice management programs.Amit also currently participates as an expert in wealth management and advisory services for a third party industry research group engaging as a subject matter expert and is regularly quoted by the media. Specialties: Organizational Leadership, Sales Management, Business Development, Practice Management, FinTech Services, M&A transactions, Inorganic Growth, Organic Growth, Client Profile Modeling and Segmentation, Strategy Development and Execution, Client Service Delivery, Relationship Management, Account Management, Platform Product Development and Cross-Selling.
Listed skills include Strategy, Investments, Wealth Management, Financial Services, and 44 others.
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A career timeline built from the work history available for this profile.
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.
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.
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.
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.
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.
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.
Quick answers generated from the profile data available on this page.
Amit Dogra works for tru Independence.
Amit Dogra is listed as Wealth Management/Fintech/RIA/M&A/Family Office Business Leader, Operator, Growth Expert at tru Independence.
AeroLeads has found 1 work email signal at @tru-ind.com for Amit Dogra at tru Independence.
AeroLeads has found 5 phone signal(s) with area code 917, 312, 973 for Amit Dogra at tru Independence.
Amit Dogra is based in Greater Philadelphia, United States, United States while working with tru Independence.
Amit Dogra has worked for Tru Independence, Sanctuary Wealth, Third Seven Capital, Third Seven Advisors, and Hightower.
You can use AeroLeads to view verified contact signals for Amit Dogra at tru Independence, including work email, phone, and LinkedIn data when available.
Amit Dogra holds Ba, Economics from Boston College.
Amit Dogra is listed with skills including Strategy, Investments, Wealth Management, Financial Services, Mutual Funds, Asset Management, Business Development, and Alternative Investments.
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