What Happened?
Portland, OR-based Tru Independence has Appointed Paul Dalton as Chief Technology Officer
About the Company
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.
About the Person
Paul Dalton was previously Director of Technology for a multi-million dollar wealth management firm where he managed the information technology infrastructure and support for multiple offices across the United States. Prior to that, he served as network administrator of a multi-billion dollar registered investment advisor that managed long-short equity funds of hedge funds.
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