| Name | Title | Contact Details |
|---|---|---|
Brennen Creer |
Head of Enterprise Sales | Profile |
Jordan Timothy |
Head of Revenue Enablement | Profile |
Lavanya Gopinath |
Senior Director of Culture and Systems | Profile |
Jackie Wadhwa |
Global Head of Customer Success | Profile |
Grant Chandler |
Sr. Director of Enterprise Sales | Profile |
Through uncompromising investment in people and technology, tru Independence delivers the premier consulting and services platform for wealth management firms seeking independence. We diligently focus on and invest in our three core disciplines of investment consulting, business consulting and new business development. To deliver unrivalled excellence, we leverage key relationships by outsourcing to the best providers and platforms. Our consultative sales process is defined by simplicity, clarity and transparency, grounded on the belief that our partners can best control their future by owning the equity of their firms. Drawing upon our decades of industry experience, we are committed to ensuring that our partners maximize their enterprise value.
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