Kate Asack Email & Phone Number
Chief Growth Officer @ Fynancial
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Kate Asack Location
- Boston, MA, US
Kate Asack Work
- 2024 -now Chief Growth Officer @
- 2022 -2024 Vice President Operations @
- 2013 -2015 Founder @ AmplifyRIA, LLC
- 2012 -2013 Sales and Relationship Management @
- 2010 -2012 Regional VP of Sales @
- 2008 -2011 Business Development Officer @
- 2007 -2008 VP, Wealth Management Sales, Fidelity IWS @
- 2005 -2006 Sales Director, Managed Accounts, RIA Group @
- 1997 -2005 Sales Director @
Kate Asack Education
- University of Massachusetts, Amherst
- Watertown High School
Kate Asack Skills
- Consultative Sales Professional
- RIA
- Wealth Management
- Financial Services
- Recruiting
- Business Formation
- P&L Modeling
- Growth Strategies
- Marketing Strategy
- Social Media Evangelist
- Program Management
- Offer Development
- Networking
- Mutual Funds
- Investment Advisory
- Business Development
- Strategy
- Relationship Management
- Financial Advisory
- Sales
- Investments
- Retirement Planning
- Separately Managed Accounts
- Securities
- Management
- Finance
- Series 7
- ETFs
- Portfolio Management
- Relationship Development
- Leadership
- Microsoft Excel
- Development
- Separately Managed
- Consultative Sales
- Planning
- Liaison
- New Business Development
Kate Asack Summary
- Kate Asack, based in Boston, MA, US, is currently a Chief Growth Officer at Fynancial. Kate Asack brings experience from previous roles at OneDigital, AmplifyRIA, LLC, Advizent and Trust Company of America. Kate Asack holds a University of Massachusetts, Amherst. With a robust skill set that includes Consultative Sales Professional, RIA, Wealth Management, Financial Services, Recruiting and more. Kate Asack has 3 emails and 1 mobile phone numbers on RocketReach.
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