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Kerry Pierce, Cfp (R), Mba Email & Phone Number

Senior Managing Director, Head of Investment Advisory Solutions at Cetera Financial Group at Cetera Financial Group
Location: San Diego, California, United States 8 work roles 6 schools
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Current company
Cetera Financial Group
Role
Senior Managing Director, Head of Investment Advisory Solutions at Cetera Financial Group
Location
San Diego, California, United States
Company size
935 employees

Who is Kerry Pierce, Cfp (R), Mba? Overview

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Quick answer

Kerry Pierce, Cfp (R), Mba is listed as Senior Managing Director, Head of Investment Advisory Solutions at Cetera Financial Group at Cetera Financial Group, a with 935 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Kerry Pierce, Cfp (R), Mba.

Kerry Pierce, Cfp (R), Mba previously worked as Senior Managing Director, Head of Investment Advisory Solutions at Cetera Financial Group and Managing Director, Head of Investment Solutions at Cetera Financial Group. Kerry Pierce, Cfp (R), Mba holds Mba, Finance from Isenberg School Of Management, Umass Amherst.

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Cetera Financial Group

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Profile bio

About Kerry Pierce, Cfp (R), Mba

Results-oriented, finance professional with 20+ years experience in various wealth management roles. Versatile and well-rounded skillset with a proven ability to develop, lead and execute strategic initiatives. Committed to delivering innovative and relevant investment solutions and passionate about improving the experience and outcomes for advisors and their investor clients.

Current workplace

Kerry Pierce, Cfp (R), Mba's current company

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Cetera Financial Group
Cetera Financial Group
Senior Managing Director, Head of Investment Advisory Solutions at Cetera Financial Group
el segundo, california, united states
Website
cetera.com
Employees
935
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Company profile
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8 roles · 28 years

Kerry Pierce, Cfp (R), Mba work experience

A career timeline built from the work history available for this profile.

Senior Managing Director, Head Of Investment Advisory Solutions

Current
Cetera Financial Group

San Diego, California, United States

Jan 2024 - Present

Managing Director, Head Of Investment Solutions

Cetera Financial Group

Greater San Diego Area

Mar 2019 - Jan 2024

Vice President, Investment Solutions

Cetera Financial Group

Greater San Diego Area

Responsible for Design, Development and Management of Cetera Financial Group's Advisory Platforms and Programs

Jun 2015 - Mar 2019

Vice President, Advisory Platform Strategy

Lpl Financial

Greater San Diego Area

Responsible for putting forward the strategic vision for LPL’s Advisory Platform Experience, spanning across the wealth management workflow- from Planning and Proposal Generation to Rebalancing & Trading, on through to Performance Reporting. Additional responsibilities include ongoing platform management and leading tactical improvements to enhance customer experience and engagement.

Apr 2014 - Jun 2015

Director, Managed Accounts Product Development

Fidelity Investments

Greater Boston Area

Led product development for Fidelity's first ETF Managed Portfolio ("BlackRock Diversified Income Portfolio"), launched in early 2014 under Fidelity’s Portfolio Advisory Services umbrella. Responsible for all aspects of the product development lifecycle including business case development, product design, identification of business requirements, content development for training and marketing materials, and implementation.

Jan 2013 - Apr 2014

Vice President, Overlay Portfolio Management & Managed Account Operations

Lpl Financial

Greater San Diego Area

Led 22-person team responsible for managing LPL’s Centrally Managed Platforms representing over $16B in AUM across over 100K accounts. Ensured diligent implementation of investment decisions and fostered ongoing relationships with participating investment managers and portfolio strategists. Coordinated with groups across the organization to deliver innovative and relevant solutions to advisor base, including establishing the infrastructure and business rules for LPL's Unified Managed Account (UMA) and award-winning Mutual Fund/ETF Wrap platforms.

Jun 2006 - Jan 2013

Research Associate

Center For International Securities And Derivatives Markets

Amherst, Ma

2005 - 2006 ~1 yr

Senior Sales Associate

Bear Stearns, Jp Morgan Chase/Hambrecht &Quist

Boston, Ma

1999 - 2002 ~3 yrs
Team & coworkers

Colleagues at Cetera Financial Group

Other employees you can reach at cetera.com. View company contacts for 935 employees →

AP Adrian Prado Adrian Prado Colleague at Cetera Financial GroupUnited States View → LC Lalit C. Lalit C. Colleague at Cetera Financial GroupAtlanta Metropolitan Area, United States View → JL Johnangelo Leggio Johnangelo Leggio Colleague at Cetera Financial GroupCoppell, Texas, United States View → JF James Friemann James Friemann Colleague at Cetera Financial GroupUnited States View → SG Shawn Green Shawn Green Colleague at Cetera Financial GroupAurora, Colorado, United States View → MC Michael Chace, Mcse, Mcsa Michael Chace, Mcse, Mcsa Colleague at Cetera Financial GroupHornell, New York, United States View → TG Tom Gallagher Tom Gallagher Colleague at Cetera Financial GroupLadera Ranch, California, United States View → CB Cody Bingham Cody Bingham Colleague at Cetera Financial GroupSan Diego, California, United States View → LL Lauri Love Lauri Love Colleague at Cetera Financial GroupBoca Raton, Florida, United States View → JA Jon Anderson Jon Anderson Colleague at Cetera Financial GroupSan Diego, California, United States View →
6 education records

Kerry Pierce, Cfp (R), Mba education

Bachelor’S Degree, Psychology

University Of Vermont

Activities and Societies: Captain and President of Vermont Women's Rugby Football Club

Education record

The Gunnery

Education record

Dana Hall
FAQ

Frequently asked questions about Kerry Pierce, Cfp (R), Mba

Quick answers generated from the profile data available on this page.

What company does Kerry Pierce, Cfp (R), Mba work for?

Kerry Pierce, Cfp (R), Mba works for Cetera Financial Group.

What is Kerry Pierce, Cfp (R), Mba's role at Cetera Financial Group?

Kerry Pierce, Cfp (R), Mba is listed as Senior Managing Director, Head of Investment Advisory Solutions at Cetera Financial Group at Cetera Financial Group.

Where is Kerry Pierce, Cfp (R), Mba based?

Kerry Pierce, Cfp (R), Mba is based in San Diego, California, United States while working with Cetera Financial Group.

What companies has Kerry Pierce, Cfp (R), Mba worked for?

Kerry Pierce, Cfp (R), Mba has worked for Cetera Financial Group, Lpl Financial, Fidelity Investments, Center For International Securities And Derivatives Markets, and Bear Stearns, Jp Morgan Chase/Hambrecht &Quist.

Who are Kerry Pierce, Cfp (R), Mba's colleagues at Cetera Financial Group?

Kerry Pierce, Cfp (R), Mba's colleagues at Cetera Financial Group include Adrian Prado, Lalit C., Johnangelo Leggio, James Friemann, and Shawn Green.

How can I contact Kerry Pierce, Cfp (R), Mba?

You can use AeroLeads to view verified contact signals for Kerry Pierce, Cfp (R), Mba at Cetera Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Kerry Pierce, Cfp (R), Mba attend?

Kerry Pierce, Cfp (R), Mba holds Mba, Finance from Isenberg School Of Management, Umass Amherst.

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