More
Return
Ben Watson
Associate
Fractional COO for Financial Advisors
Ben is an experienced operations and technology professional who has spent his career building and running back office teams for wealth managers. If there's an operational issue that you're facing, he's probably already seen it.
He's handled the transition of major systems like portfolio reporting, document management, and CRM with minimal interruption to the day to day operations. Additionally, he's created an operations department from scratch and implemented efficient workflows processes that span the lifecycle of a client. Now he serves as a fractional COO for small- and mid-sized wealth managers