Kate Asack

Kate Asack Email and Phone Number

RIA Champion committed to enhancing the financial advisor experience and improving client outcomes @ Fynancial
Kate Asack's Location
Boston, Massachusetts, United States, United States
Kate Asack's Contact Details
About Kate Asack

I've spent my entire career in wealth management. I've built advice programs, coached financial advisors and launched new RIA firms. I even became a partner in an RIA firm and spent 10 years serving as COO and CGO where my primary aim was to grow revenue, create a differentiated client experience and ensure an efficient advisor experience. I joined FYNANCIAL to continue my quest to transform the client experience by helping thousands of advisors create an experience that is: *Mobile**Meaningful**Memorable*Want to learn how our private-labeled app can help you do the same? Visit us at https://fynancial.com/access-demo/ and try us out for free!

Kate Asack's Current Company Details
Fynancial

Fynancial

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RIA Champion committed to enhancing the financial advisor experience and improving client outcomes
Kate Asack Work Experience Details
  • Fynancial
    Chief Growth Officer
    Fynancial Jun 2024 - Present
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  • Onedigital
    Vice President Operations
    Onedigital May 2022 - May 2024
    Atlanta, Ga, Us
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  • Amplifyria, Llc
    Founder
    Amplifyria, Llc Feb 2013 - Dec 2015
    Founded a consulting firm aimed at amplifying the results and reach of Registered Investment Advisors (RIA). Helped entrepreneurial advisors realize their ideal business vision in the RIA space via transition, sale, merger, acquisition and recruiting. Created solutions that emphasized the art of relationships as much as the science of deals.
  • Advizent
    Sales & Relationship Management
    Advizent Jul 2012 - Feb 2013
    Boulder, Co, Us
    Helped lead the sales efforts of a one-of-a-kind startup that sought to create a "Good Housekeeping Seal of Approval" for fiduciary RIAs and then market that standard and those accredited RIAs to mainstream consumers.
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  • Trust Company Of America
    Regional Vp Of Sales
    Trust Company Of America Dec 2010 - Jul 2012
    Centennial, Colorado, Us
    Recruited to elevate brand awareness of Trust Company of America's unique technology custodial offering and recruit new RIA clients to the platform throughout Northeast territory.
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  • Charles Schwab Advisor Services
    Business Development Officer
    Charles Schwab Advisor Services Oct 2008 - Jan 2011
    San Francisco, Ca, Us
    Responsible for generating new revenue and assets for Schwab's RIA custodial platform. Recruited newly minted RIAs as well as existing RIA firms. Served as guide to all necessary resources such as technology, compliance and marketing vendors. Quarterbacked all transitions.
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  • Fidelity Investments
    Vp, Wealth Management Sales, Fidelity Iws
    Fidelity Investments Jan 2007 - Oct 2008
    Boston, Ma, Us
    Responsible for generating new revenue and assets for Fidelity's RIA custodial platform. Recruited newly minted RIAs as well as existing RIA firms. Served as guide to all necessary resources such as technology, compliance and marketing vendors. Quarterbacked all transitions.
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  • Fidelity Investments
    Sales Director, Managed Accounts, Ria Group
    Fidelity Investments Feb 2005 - Dec 2006
    Boston, Ma, Us
    Drive revenue and asset growth of Fidelity's newly white-labeled managed account platform powered by Envestnet. Partnered with Fidelity RIA Sales team to promote benefits of new solution to prospective RIAs primarily using managed accounts within the wirehouses.
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  • Charles Schwab & Company, Inc.
    Sales Director
    Charles Schwab & Company, Inc. 1997 - Feb 2005
    Westlake, Texas, Us
    Worked across Schwab's retail businesses to gain extensive experience in program management, offer development, advisor sales training and business growth including:-RVP Sales, US Trust Company (acquired by Schwab)-Sales Director, Schwab Advised Offers, Northeast (UST, SAN, SPC, Mgd Accounts)-Program & Sales Training Manager, Schwab Private Client-Advisor Network Referral Program Manager, Northeast-Financial Consultant
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Kate Asack Skills

Wealth Management Financial Services Mutual Funds Investments Business Development Financial Advisory Investment Advisory Sales Relationship Management Marketing Strategy Strategy Securities Finance Series 7 Program Management Retirement Planning Consultative Sales Professional Management Recruiting Ria Etfs Growth Strategies Social Media Evangelist Networking Business Formation P&l Modeling Offer Development Separately Managed Accounts

Kate Asack Education Details

  • University Of Massachusetts Amherst
    University Of Massachusetts Amherst
    Economics
  • Watertown High School
    Watertown High School

Frequently Asked Questions about Kate Asack

What company does Kate Asack work for?

Kate Asack works for Fynancial

What is Kate Asack's role at the current company?

Kate Asack's current role is RIA Champion committed to enhancing the financial advisor experience and improving client outcomes.

What is Kate Asack's email address?

Kate Asack's email address is ka****@****hoo.com

What schools did Kate Asack attend?

Kate Asack attended University Of Massachusetts Amherst, Watertown High School.

What skills is Kate Asack known for?

Kate Asack has skills like Wealth Management, Financial Services, Mutual Funds, Investments, Business Development, Financial Advisory, Investment Advisory, Sales, Relationship Management, Marketing Strategy, Strategy, Securities.

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