Shelley Stiles, Senior Product Consultant, Technology Strategies and Operations
Shelley is a senior product consultant in Technology Strategies and Operations at Commonwealth. With the firm since 2021, Shelley promotes our technology platform to the advisor community. She connects with advisors, staff, prospective advisors, and technology partners to inform and educate these stakeholders on our core products.
Overseeing Client Assets Held Away: Getting the Bigger Picture
Learn why you should see a client's assets held away, how you can uncover them, and the technology solutions that have changed the game.
Shelley Stiles
11.15.23