Case Study

Financial Services Company Navigates the Perfect Storm

Financial Services Company Navigates the Perfect Storm

Pages 2 Pages

Case Study Financial S ervices Compan y Navigates the Perfect Storm Client Profile The client is the second largest independent financial advisor network in the United States, supporting over 9,500 independent financial professionals, and a leading provider of retail investment services to more than 600 financial institutions nationwide. Pomeroy began working with the client in 2013 to provide infrastructure remediation services and

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