Kestra Financial is an industry leader in wealth management, service and technology solutions, and practice enrichment.
Accomplished Financial Services Industry Professional with over 15 years of expertise primarily within investment advisory consulting, product management, and platform development. Demonstrated ability to lead advisors when growing their businesses through marketing, sales, and implementing scalable practice management techniques. Recognized for building rapport and maintaining strong internal and external relationships to obtain results. Resourceful and focused problem-solver with keen ability to see the big picture and create solutions that map to critical business objectives.
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