Focuspoint Solutions
For over 15 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services. Our solution becomes your unique roadmap for outsourcing, growth, and practice management. Interested in back-office outsourcing while maintaining your own brand? Transitioning to independence? Growing your business? An experienced team and integrated technology? A complete, personalized practice management program? Then look no further. FocusPoint Solutions offers you a complete package, incorporating two main areas of support designed to meet your needs: An experienced back/middle office services team = CLIENT SATISFACTION A robust practice development program = BUSINESS GROWTH Contact us to learn more about our custom, advisor-minded solution, or to view a demo of the integrated virtual office we provide to the advisors we support. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons, or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.
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Verified contacts
11
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
3
tools in use
Monthly traffic
162
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- EO
Elizabeth Orozco
Director of Marketing · Advertising & Marketing
EmailPhone - EK
Evan Kellenberger
Vice President Director of Advisor Development · General Business & Management
EmailPhone - MW
Michael Whisenhunt
Trading Manager · Finance & Accounting
EmailPhone - KD
Karl Dight
Crm Analyst · Operations
EmailPhone - RM
Robert McMahan
IT Support Specialist · Other
EmailPhone - AR
Amy Rusch
Financial Services Professional · Finance & Accounting
EmailPhone - DE
Dimitri Easton
Business Development Associate · Sales & Business Development
EmailPhone - SC
Sherine Chan
Chief Operating Officer · General Business & Management
EmailPhone
Showing 8 of 11 verified contacts
Top roles at Focuspoint Solutions
11 distinct titles indexed · top 10 shown.
- 1business development associate
- 1chief operating officer
- 1crm analyst
- 1director of marketing
- 1financial services professional
- 1it support specialist
- 1sales assistant
- 1sr relationship support specialist
- 1technician
- 1trading manager
- +1more titles
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