AdvizorStack Appoints Jennifer Spencer to Chief Operating Officer
AdvizorStack Appoints Jennifer Spencer to Chief Operating Officer
She brings more than two decades of expertise in fostering growth across diverse industries
她帶來了二十多年在促進不同行業增長方面的專業知識
FORT LAUDERDALE, Fla., July 23, 2024 /PRNewswire/ -- AdvizorStack, the company that delivers a customizable, integrated and cost-effective wealthtech platform to fit the unique technology needs of RIAs, today announced the appointment of Jennifer Spencer as Chief Operating Officer (COO). Spencer will report directly to CEO Paul DeMaio and will engage in all aspects of the company as a proactive leader.
2024年7月23日,佛羅里達州勞德代爾堡/美通社——AdvizorStack公司爲RIA提供量身定製的、集成的、費用效益的財富科技平台的公司,宣佈任命詹妮弗·斯賓塞爲首席運營官(COO)。斯賓塞將直接向首席執行官保羅·德邁奧彙報,並將作爲積極的領導者參與公司的各個方面。
Spencer will oversee the transition of RIA firms, manage data processes and train teams. Additionally, she will be responsible for overseeing RIA accounts to ensure continuous client satisfaction and facilitate advisor transitions, especially within the Schwab network. Spencer will also collaborate on developing Product Requirement Description documents and enhancing the AdvizorStack Salesforce platform.
斯賓塞將負責監督RIA公司的過渡,管理數據流程和培訓團隊。此外,她還將負責監督RIA帳戶,以確保持續客戶滿意度,並促進顧問轉型,特別是在施瓦布網絡內。斯賓塞還將協作制定產品需求說明文檔,並增強AdvizorStack Salesforce平台。
"Jennifer's ability to build and maintain relationships with clients and stakeholders across all levels of an organization is going to be a major boon to AdvizorStack," DeMaio said. "This role demands a strong, adaptable leader with excellent advisor relations and quick learning skills, which is why we are thrilled to welcome Jennifer to the AdvizorStack family. We look forward to working with her to take our organization to the next level."
「詹妮弗與客戶和利益相關者在組織的所有層面建立和維護關係的能力將成爲AdvizorStack的重要優勢,」德邁奧說。「這個職位需要一位強大、適應性強、具有優秀顧問關係和快速學習技能的領導者,這就是爲什麼我們很高興歡迎詹妮弗加入AdvizorStack大家庭的原因。我們期待與她一起把我們的組織提升到新的水平。」
Before joining AdvizorStack, Spencer served as COO at Hext Financial Group where she managed the firm's P&L, all aspects of human resources and human capital and provided direction on sales methodologies and strategic initiatives aimed at scaling the firm. Prior to that, Spencer held the COO role at White Picket Team Management. She earned her Master of Business Administration from the Pepperdine Graziadio School of Business.
在加入AdvizorStack之前,斯賓塞曾在Hext Financial Group擔任COO,管理公司的損益,所有人力資源和人力資本的方面,並提供銷售方法和旨在擴大公司規模的戰略舉措的指導。在此之前,斯賓塞曾在White Picket Team Management擔任COO。她獲得了佩珀代因格拉齊亞迪奧商學院的商業管理碩士學位。
Spencer's leadership journey is marked by success, having led numerous award-winning teams spanning various business sectors. Recognized as a high producer, entrepreneurial thinker and natural leader, she has amassed accolades – including the IWLA Outstanding Women in Business award – for her workplace contributions.
斯賓塞的領導之路標誌着成功,她帶領多個獲獎團隊跨越各個業務部門。作爲高產生產者、企業家思維者和自然領軍者,她積累了榮譽——包括IWLA傑出女商業家獎——以表彰她在工作場所的貢獻。
Spencer's proficiency shines through successful collaboration with teams, securing significant accounts, attaining product and business-level objectives and implementing systems for improved performance and accountability.
斯賓塞的熟練程度通過與團隊的成功合作、獲得重要客戶帳戶、實現產品和業務層面目標以及實施提高表現和問責制度的系統而展露無遺。
"I'm excited by AdvizorStack's growth potential and unique offering, and I look forward to fostering innovation and collaboration across the organization that will position us as a wealthtech leader," Spencer said.
「我對AdvizorStack的增長潛力和獨特優勢感到興奮,期待在整個組織中促進創新和協作,使我們成爲財富科技領袖,」斯賓塞說。
About AdvizorStack
AdvizorStack is democratizing the wealthtech landscape, empowering RIAs to build efficiencies and realize their growth vision. We deliver a customizable, integrated, cost-effective wealthtech platform to fit the unique technology needs of RIAs of any size and at any stage of the corporate lifecycle. From advisor breakaways to RIA aggregators – and everything in between – we deliver end-to-end integrated technology support. We are former financial advisors and fintech executives who understand the challenges you face and the opportunities you want to capture. For more information, visit advizorstack.com.
關於AdvizorStack
AdvizorStack正在民主化財富技術領域,賦予RIA建立效率和實現其增長的願景的能力。我們提供一個可定製的、集成的、成本效益高的財富科技平台,以滿足任何規模和任何企業生命週期階段的RIA的獨特技術需求。從顧問分離到RIA聚合器 - 以及中間的所有內容 - 我們提供端對端集成的技術支持。我們是前任金融顧問和金融科技高管,了解您面臨的挑戰和您想抓住的機會。有關更多信息,請訪問advizorstack.com。
Media Contact
Brandon Blackwell
Haven Tower
[email protected]
424-317-4868
媒體聯繫人
布蘭登·布萊克韋爾
Haven Tower
[email protected]
424-317-4868
SOURCE AdvizorStack
來源:AdvizorStack