Erik Jepson has joined Walnut Creek, Calif.-based Advisor Software as chief customer officer. In his new role, Jepson will be responsible for the company's customer-facing operations, including sales, marketing and client support.
With more than two decades of experience in the financial services industry, Jepson most recently worked as chief marketing officer for Personal Capital, a Silicon Valley financial technology startup. He has also held senior leadership roles at Charles Schwab, TradeStation, Royal Bank of Scotland and E*Trade.
Advisor Software Inc. offers a wealth management cloud platform for financial institutions, investment advisors and asset managers.
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