Avantax Welcomes Newest Member of Senior Leadership Team
Aluru joins Avantax from 7-Eleven, Inc., where he served as the Head of Finance and Accounting technology; prior to that, he led the first digital journey of accounting, asset transfer, and wealth management financial planning as the Director of Digital Technology at Charles Schwab. At Avantax, Aluru leads the strategic transformation of Avantax platforms to further enhance the experience of Avantax Financial Professionals.
Suman earned his Bachelor of Science degree in Computer Science Engineering from Massachusetts Institute of Technology.
“Holly and Suman bring significant skills, experience and strategic value to the leadership team at Avantax, and I couldn’t be more pleased to welcome them to these critical leadership roles,” said Todd Mackay, President of Avantax Wealth Management®. “Holly’s experience working with our Financial Professionals brings priceless perspective and know-how, and Suman’s extensive experience in digital transformation and building high-performance teams further strengthen our leadership team. I look forward to seeing the value Holly and Suman will create for Avantax and our Financial Professionals.”
View the full press release published by Avantax here.
Avantax Wealth Management® offers a tax-advantaged approach for comprehensive financial planning. Avantax’s Tax-Smart approach helps clients leverage taxes to create financial growth opportunities. Most financial companies treat taxes as an afterthought, or not at all, even though taxes are one of life’s most complex and costly expenses. Avantax technology, tax and wealth management insights are used by Avantax Financial Professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. The wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which includes the Avantax Wealth Management® and Avantax Planning PartnersSM brands, had a collective $88 billion in total client assets as of June 30, 2021. For more information, please visit us at www.avantax.com or on LinkedIn and Facebook.
ON Partners propels an organization’s mission by building C-level and board leadership teams. Founded in 2006 by like-minded consultants as a values-driven alternative to the multi-service global firms they were leaving behind, ON delivers a better executive search experience. Named by Forbes as one of America’s Best Executive Recruiting Firms and to the Inc. 500/5000 Lists eight times, the firm is consistently ranked among the top 20 retained executive search firms in the U.S.
Find our related successful placements of leading executives here.