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 @ Fynancial
2022 - 2024 Vice President Operations @ OneDigital Health and Benefits
2013 - 2015 Founder @ AmplifyRIA, LLC

2012 - 2013 Sales and Relationship Management @ Advizent
2010 - 2012 Regional VP of Sales @ Axos Advisor Services
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2008 - 2011 Business Development Officer @ Schwab Advisor Services
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2007 - 2008 VP, Wealth Management Sales, Fidelity IWS @ Fidelity Investments
2005 - 2006 Sales Director, Managed Accounts, RIA Group @ Fidelity Investments
1997 - 2005 Sales Director @ Charles Schwab
View Department

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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

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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.

Kate Asack Emails

Found 3 emails

Kate Asack Phone Numbers

Found 1 phone numbers

+1 508-521-XXXX

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Kate Asack

Chief Growth Officer at Fynancial

Boston, MA, US
3
- yahoo.com
- fynancial.com
- gmail.com
1
- +1 508-521-XXXX

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Kate Asack

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Boston, MA, US
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Alex Greenberg

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Henry Nichols

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Drew Parker

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Lexington, KY, US
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Embry Jacobs

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Lexington, KY, US
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Austin Ryan

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Lexington, KY, US
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