She brings more than two decades of expertise
in fostering growth across diverse industries
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.
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.
"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."
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.
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.
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.
"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.
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.
Media Contact
Brandon
Blackwell
Haven Tower
bblackwell@haventower.com
424-317-4868
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SOURCE AdvizorStack