New Team Members Bring Wealth of Industry Knowledge and Experience Driving Growth Initiatives at FinTechs, TAMPs, and Asset Managers
As BridgeFT’s wealth infrastructure, data, and APIs solution offering continues to expand, the organization makes significant investments in the go-to market team responsible for getting those solutions into the hands of the independent advisors, FinTechs, and enterprise wealth management organizations we serve.
Carolyn Kick, Vice President of Marketing. Carolyn joins BridgeFT as its first Vice President of Marketing. Carolyn is a seasoned marketing leader specializing in helping fast-growing, B2B companies develop ideal customer personas, build credible and engaging brands, and publish relevant thought-leadership content. In this new leadership role, Carolyn will spearhead the strategic development and execution of BridgeFT’s marketing plan.
Craig Mesick, Senior Account Executive. Craig joins the team as a Senior Account Executive with a focus on helping the company expand into new Enterprise channels and growing our API footprint with TAMPs, FinTechs, Financial Institutions, RIA Aggregators, and Asset Managers. Craig brings with him more than 20 years of consultative sales and leadership experience in the wealth management and WealthTech channels, including key sales leadership roles at turnkey asset management platforms (TAMPs) and FinTech startups. Most recently, Craig held solutions-focused roles at Vise, an AI-driven investment management platform, and Adhesion Wealth, a provider of outsourced investment management solutions, where he was responsible for driving product adoption within the RIA and broker-dealer channels. He has extensive experience distributing advisory solutions and technology at the advisor and enterprise levels and has spent a significant portion of his career in the managed account industry.
Kevin Rafferty, Account Executive. Kevin joins BridgeFT as an Account Executive. Kevin has over a decade of experience in the financial services industry, including three years at SunGard (FIS) and more recently eight years with Guggenheim Partners. In his most recent role at Guggenheim, Kevin single-handedly spearheaded the expansion of their market presence in the Pacific Northwest and South Central regions, where delivered over $1 Billion in mutual fund sales. In his new role at BridgeFT, Kevin will be focused on expanding our growing client base in the RIA channel with a clear focus on technology solutions that help independent advisors automate critical back office tasks and deliver personalized client experiences.
“I am thrilled to welcome Carolyn, Craig, and Kevin to our go-to-market team. These new team members bring the experience, industry knowledge, and leadership skills that will fuel a formidable engine that will help accelerate our growth and industry reach. Adding these talented individuals to our team will not only drive BridgeFT to the next level, but will support our company’s vision of delivering better, data-driven outcomes for clients through the transformative power of our market leading, API-first software and data aggregation platform.”– Dave Hagen, Chief Commercial Officer for BridgeFT
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About BridgeFT: BridgeFT is a cloud-native, API-first software and data platform that enables registered investment advisors (RIAs), financial institutions, and FinTech innovators to deliver better, data-driven outcomes for their clients. More than 300 leading firms trust BridgeFT to automate critical back office operations and power their digital wealth management ecosystems—seamlessly aligning essential wealth data, proactive client insights and reporting, and portfolio management automation to deliver a truly personalized client experience. From an integrated advisor platform to flexible, open APIs, BridgeFT delivers the infrastructure needed for success. Reimagine your approach to wealth infrastructure at bridgeft.com.