Focus Partners Advisor Solutions Information
Contact top employees from
Focus Partners Advisor Solutions
Summary
Focus Partners Advisor Solutions is a private company that has been in the industry for 35 years. The company currently specializes in the Financial Services area. The position of the Managing Director is occupied by Howard Lee. Its headquarters is located at San Jose, California, USA. The number of employees ranges from 100 to 250. The annual revenue of Focus Partners Advisor Solutions varies between 25M and 100M. To connect with Focus Partners Advisor Solutions employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
200-500 employees
Specialties
Investment Solutions, Client Solutions, Advisor Solutions
SIC Code
6282
DMA Code
San Francisco Bay Area
Founded
1990
Estimated Annual Revenue
$25M - 100M
Operating Status
Subsidiary
Contact Focus Partners Advisor Solutions
Organization Website
Social Links
Phone Number
(800) 366-7266
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2003 | Privately Held | 1 - 25 | < 1M | $0 | |
| 2017 | Privately Held | 10-50 | - | $- | |
| 1990 | - | 100-200 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at Focus Partners Advisor Solutions shows a diverse range of experience levels:
4% have been with the company for less than 1 year4% for 1–2 years6% for 3–4 years12% for 5–7 years10% for 8–10 years65% have over 11 years of service at Focus Partners Advisor SolutionsEx-employees positions
In Company
In New Company
Contact top employees from
Focus Partners Advisor Solutions
Erica Brown
Relationship Manager
Matt Glazier
Relationship Manager
Mark Driscoll
Regional Director
Mark Sheridan
Portfolio Trading Strategist
Matt Miller
Regional Director
Sean Brooks
Managing Director, Advisor Solutions
Angela Muckler
Regional Director
Patrick Mantia
Portfolio Onboarding Manager
Jeremy Heffernan
Strategic Accounts Director
Alex Prentice
Retired
Jennifer Yee
Executive Assistant to the President
Chris Cunningham
Service Manager
Jennifer Greene
Senior Account Maintenance Specialist
Michael Clinton
Chief Business Officer
Panch Romero
Regional Director
Ben Slater
Divisional Manager West Coast
Angela Thompson Stover
Relationship Manager at Focus Partners Advisor Solutions
Alvin Martinez
Account Associate
Kayleen Nguyen
Accountant
Michael Ozburn
Managing Director
John Panem
Advisor Relation Associate
Trang Hoang
Fund Administration Manager
Will Blanchette
Relationship Manager
Alan Werba
Chairman
Debra Morrison
Fee-Only CERTIFIED FINANCIAL PLANNER™ Practitioner
Jessica Quillen
Manager, West Operations and Foundations Team
Christopher Hadeler
Relationship Manager
Joanna Nowak
Member
Lauren Fiala
Sales Operations Manager
