M

Mary

Executive Vice President & Chief HR Officer

Kestra Financial

Austin, Texas


Contact Information

Email
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Company Information

Company
Kestra Financial
Industry
financial services
Employees
380.0
Seniority
C suite
Annual Revenue
608000000.0

Technologies

Cloudflare DNS Mimecast Pardot Microsoft Office 365 Microsoft Azure Hosting SalesLoft Atlassian Cloud Facebook Login (Connect) Bootstrap Framework Google Tag Manager DoubleClick Linkedin Marketing Solutions Google Analytics Google Dynamic Remarketing Adobe Media Optimizer DoubleClick Conversion Twitter Advertising Cedexis Radar Facebook Custom Audiences ASP.NET Mobile Friendly Google Font API AdRoll Hotjar Vimeo Facebook Widget Remote AI

Keywords

broker dealer services asset management services integrated technology platform advisor & staff training concierge service practice management independent broker-dealer financial services platform wealth management business consulting financial advisor support operational efficiency client transition support investment advisory services regulatory compliance financial growth strategies technology integration customized growth plans financial professional recruitment assets under management advisor engagement private wealth services client retention strategies business analytics financial planning portfolio construction wealth planning tools client experience enhancement service team model compliance management business succession planning performance metrics marketing strategy development digital marketing fintech solutions unique business consulting advisor onboarding streamlined operations investment solutions financial metrics analysis networking opportunities community of advisors custom technology platforms high-touch service model collaborative culture investment transactions processing entrepreneurial focus financial advisor independence data security standards client engagement strategies business value maximization industry-leading technology comprehensive service offerings independent financial services investment advisory broker-dealer services compliance support technology solutions financial professionals mutual funds variable insurance products retirement planning alternative investments consulting services personalized support collaborative community scalable platform advisor independence high-net-worth clients diverse investment strategies business growth tools client service financial advisors asset management financial planning tools investment transaction processing advisor-centric support integrated technology client outcomes industry endorsement financial professionals network investment management financial services b2b management consulting information technology & services marketing & advertising

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