Kate Asack Email & Phone Number
Chief Growth Officer @ Fynancial
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Kate Asack Location
- Boston, MA, US
Kate Asack Work
- Chief Growth Officer @ (June 2024 - Present)
- Vice President @ OneDigital Investment Advisors (May 2022 - May 2024)
- Chief Growth Officer, Chief Operating Officer @ TimeScale Financial (January 2016 - May 2022)
- Founder @ AmplifyRIA, LLC (February 2013 - December 2015)
- Sales and Relationship Management @ (July 2012 - February 2013)
- Regional VP of Sales @ (December 2010 - July 2012)
- Business Development Officer @ (October 2008 - January 2011)
- VP, Wealth Management Sales, Fidelity IWS @ (January 2007 - October 2008)
- Sales Director, Managed Accounts, RIA Group @ (February 2005 - December 2006)
- Sales Director @ (January 1997 - February 2005)
Kate Asack Education
- University of Massachusetts, Amherst
- Watertown High School
Kate Asack Skills
- Business Development
- Business Formation
- Business Relationship Management
- Consultative Sales Professional
- ETFs
- Finance
- Financial Advisory
- Financial Services
- Growth Strategies
- Investment Advisory
- Investments
- Management
- Marketing Strategy
- Mutual Funds
- Networking
- Offer Development
- P&L Modeling
- Program Management
- RIA
- Recruiting
- Relationship Management
- Retirement Planning
- Sales
- Securities
- Separately Managed Accounts
- Series 7
- Social Media Evangelist
- Strategy
- Trading
- Wealth Management
- 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 Investment Advisors, TimeScale Financial, AmplifyRIA, LLC and Advizent. Kate Asack holds a University of Massachusetts, Amherst. With a robust skill set that includes Business Development, Business Formation, Business Relationship Management, Consultative Sales Professional, ETFs and more. Kate Asack has 3 emails and 1 mobile phone numbers on RocketReach.
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