Anthony Sperling Email and Phone Number
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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...
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Co-Founder + CooSummit Wealth Systems Jun 2019 - PresentSan Francisco, California, Us -
Technology Advisor And InvestorAes Jan 2016 - Present
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AdvisorCopilot - Meetings Into Action Jan 2017 - Jul 2019
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Executive Vice President - Global Customer ExperienceAdvent Software Jan 2013 - Oct 2015San Francisco, Ca, UsManage 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. -
Svp - General ManagerAdvent Software Jan 2009 - Dec 2012San Francisco, Ca, UsOversaw 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. -
Senior Vice President - ServicesAdvent Software Feb 2005 - Dec 2008San Francisco, Ca, UsManaged 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. -
Vice President - Sales And ServicesAdvent Software Feb 2002 - Jan 2004San Francisco, Ca, UsManaged 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. -
Director Of Consulting ServicesAdvent Software Jul 1998 - Jan 2002San Francisco, Ca, UsResponsible 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. -
Director Of Product MarketingAdvent Software Mar 1997 - Jun 1998San Francisco, Ca, UsPlanned, developed, and implemented company’s product marketing strategy. Managed a 4-member team. -
Sales And Business DevelopmentAdvent Software Jan 1996 - Feb 1997San Francisco, Ca, UsSelected by CEO to lead the business development initiatives and develop Advent's business strategy in the UK. -
Implementation ConsultantAdvent Software Jun 1993 - Dec 1995San Francisco, Ca, UsExecuted the technical and business application implementation of the company’s client solutions. Served as sole consulting to implement clients outside the U.S. -
Portfiolio AnalystHarris Bretall Sullivan And Smith 1991 - 1993Responsible for all aspects of relationship management, research and trading for high net worth investors.
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AnalystLawrence Johnson & Assoc. 1990 - 1991
Anthony Sperling Education Details
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Stanford University Graduate School Of BusinessExecutive Education - Influence And Negotiations -
Harvard Business SchoolExecutive Education - High Potentials Leadership -
University Of Wisconsin-River FallsBusiness 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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