Address : 2520 SE Stone Prairie Dr, Waukee, Iowa 50263, United States
Phone Number : +1 515-850-1212
Industries : Management Consulting
Website : myriadas.com
Company Description
Myriad Advisor Solutions strives to help financial advisors turn their entrepreneurial dreams into a reality. We assist advisors with everything associated with launching, owning, and operating an independent financial practice. We've designed our solutions to unburden financial advisors with the daily responsibilities associated with being a business owner. Financial advisors possess a unique skill set and vast knowledge of their industry, but often lack the experience and expertise in areas such as Marketing, Technology, Human Resources, Transition Planning, Real Estate, and more that are critical to running a successful practice. Myriad specializes in providing advisors with solutions in these areas so they can operate their firms more effectively, reduce expenses, and maximize growth.
Specialities
- Marketing
- Human Resources
- Company Transitions
- Website Management
- Succession Planning
- Management Consulting
- Telecommunications
- Practice Valuations
- Social Media Management
- Consulting
- It Helpdesk
- Business Consulting & Services
Financial
Employees Total : 36
Revenue (Yearly) : 3.8M
Miscellaneous
Founded in : 2009
Twitter : myriadas
Facebook : MyriadAdvisorSolutions
Linkedin : myriad-advisor-solutions
Email Providers : Outlook
Tech : Microsoft Office 365
Hosting : GoDaddy Hosting
Tag Management : Google Tag Manager
Frameworks and Programming Languages : ASP.NET
Payments : Authorize.NET
Last Updated : 2023-11-06
Employees
- Danielle White ( Chief Executive Officer )
- Cinde Grant ( Telecom Account Manager )
- Brett Saddoris ( Marketing Manager )
- Abby King ( Digital Marketing Specialist )
- Mike Scallon ( Client Project Coordinator )
- Andrew West ( Client Success Coordinator )
- Alex Anderson ( Telecommunications Associate Tier 2 )
- Ron Evans ( Executive Director, Client Services )
- Jake Schreck ( Technical Support Associate )
- Michaela Plough ( Senior Graphic Designer )
Alumni
- Dennis Leininger ( President & Founder )
- Stacie Clark ( Technical Support Specialist )
- Shana Palmer ( Human Resources Coordinator )
- Laura Hagen ( Senior Client Project Manager )
- Diego Lebaron ( Front End Developer )
- Aaron Ostwinkle ( Helpdesk Technician )
- Ryan Fischer ( IT Project Manager )
- John Beaderstadt ( Junior Web Developer )
- Samuel Clegg ( Help Desk Technician )
- Jordan McKillip ( Summer Intern )
- Jonah Plummer ( Digital Marketing & Content Specialist )
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