Anthony Sperling

Anthony Sperling Email and Phone Number

Co-Founder + COO // Summit Wealth @ Summit Wealth Systems
Anthony Sperling's Location
San Francisco, California, United States, United States
Anthony Sperling's Contact Details
About Anthony Sperling

Building and creating teams and solutions to solve meaningful problems has always lived at the intersection of innovation and execution for me.It's not often that you get an opportunity to build a business from the ground up with a good friend. So when recently presented with that opportunity, I could not pass it up. My partner and I are building Summit Wealth Systems to provide a modern wealth management platform built for today, and where the industry is going, not where it has been...As we grow, we believe in finding great talent wherever it happens to be. We are not bound by our city, our state, or even our region of the world, for that matter. Outstanding talent exists where it exists and should not be defined by geography or socioeconomic standing. Our ever-growing team is bound by enthusiasm, the fun in boundary-less collaboration and the desire to live and work where they want. We are a distributed company collaborating and working together to help our clients, help their clients.Who knows, maybe you will join Summit one day and join a great group of people making our own little dent on the universe while having a blast in the process...

Anthony Sperling's Current Company Details
Summit Wealth Systems

Summit Wealth Systems

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Co-Founder + COO // Summit Wealth
Anthony Sperling Work Experience Details
  • Summit Wealth Systems
    Co-Founder + Coo
    Summit Wealth Systems Jun 2019 - Present
    San Francisco, California, Us
  • Aes
    Technology Advisor And Investor
    Aes Jan 2016 - Present
  • Copilot - Meetings Into Action
    Advisor
    Copilot - Meetings Into Action Jan 2017 - Jul 2019
  • Advent Software
    Executive Vice President - Global Customer Experience
    Advent Software Jan 2013 - Oct 2015
    San Francisco, Ca, Us
    Manage and maintain overall business relationships with 5.5K clients in more than 60 countries with $325M in recurring revenue and $35M in professional service revenue. Lead a team of 475 members in handling, providing, and implementing for clients their product adoption, education, training support, account management, and renewal sales. Actively participate and attend board meetings. Report to CEO.
  • Advent Software
    Svp - General Manager
    Advent Software Jan 2009 - Dec 2012
    San Francisco, Ca, Us
    Oversaw company’s largest business unit with 450 team members, 4.3K global clients, and more than $225 in revenue. Led the sales, product management, marketing, services, global alliance and development teams. Regularly attended and participated in board meetings. Reported to Advent president.
  • Advent Software
    Senior Vice President - Services
    Advent Software Feb 2005 - Dec 2008
    San Francisco, Ca, Us
    Managed overall customer experience of the company’s core business, including portfolio management, trade order management, STP solutions, professional services, renewals. Targeted high net-worth asset managers, hedge funds, family offices, financial advisors, banks, and trusts. Maintained direct P&L responsibility for more than $100M in revenue. Responsible for delivering professional services, education, customer support, relationship management, and renewal sales. Reported to business unit GM.
  • Advent Software
    Vice President - Sales And Services
    Advent Software Feb 2002 - Jan 2004
    San Francisco, Ca, Us
    Managed overall client sales organizations with 150 teams members and $15M in annual revenue ($12M in annual license sales), providing services, including customer support, implementation consulting, and project management customer engineering.
  • Advent Software
    Director Of Consulting Services
    Advent Software Jul 1998 - Jan 2002
    San Francisco, Ca, Us
    Responsible for on-site implementation consultants partnering with clients to install, configure, and deploy solutions and drive client adoption of our products. Supervised a 40-member team, generating $7M in annual revenue.
  • Advent Software
    Director Of Product Marketing
    Advent Software Mar 1997 - Jun 1998
    San Francisco, Ca, Us
    Planned, developed, and implemented company’s product marketing strategy. Managed a 4-member team.
  • Advent Software
    Sales And Business Development
    Advent Software Jan 1996 - Feb 1997
    San Francisco, Ca, Us
    Selected by CEO to lead the business development initiatives and develop Advent's business strategy in the UK.
  • Advent Software
    Implementation Consultant
    Advent Software Jun 1993 - Dec 1995
    San Francisco, Ca, Us
    Executed the technical and business application implementation of the company’s client solutions. Served as sole consulting to implement clients outside the U.S.
  • Harris Bretall Sullivan And Smith
    Portfiolio Analyst
    Harris Bretall Sullivan And Smith 1991 - 1993
    Responsible for all aspects of relationship management, research and trading for high net worth investors.
  • Lawrence Johnson & Assoc.
    Analyst
    Lawrence Johnson & Assoc. 1990 - 1991

Anthony Sperling Education Details

  • Stanford University Graduate School Of Business
    Stanford University Graduate School Of Business
    Executive Education - Influence And Negotiations
  • Harvard Business School
    Harvard Business School
    Executive Education - High Potentials Leadership
  • University Of Wisconsin-River Falls
    University Of Wisconsin-River Falls
    Business Administration

Frequently Asked Questions about Anthony Sperling

What company does Anthony Sperling work for?

Anthony Sperling works for Summit Wealth Systems

What is Anthony Sperling's role at the current company?

Anthony Sperling's current role is Co-Founder + COO // Summit Wealth.

What is Anthony Sperling's email address?

Anthony Sperling's email address is jo****@****ail.com

What is Anthony Sperling's direct phone number?

Anthony Sperling's direct phone number is (415) 543*****

What schools did Anthony Sperling attend?

Anthony Sperling attended Stanford University Graduate School Of Business, Harvard Business School, University Of Wisconsin-River Falls.

What are some of Anthony Sperling's interests?

Anthony Sperling has interest in Collecting Antiques, Exercise, Home Improvement, Reading, Sports, The Arts, Hockey, Golf, Watching Hockey, Home Decoration.

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