Experts and Session Leaders
A distinguished lineup of speakers will expand your mind and ignite your interest on a wide range of topics that impact your business.
Sales ConsultanT, JUNXURE
With over 10 years of experience in software sales and FinTech, Kathy spends her days sharing the incredible value of Junxure with advisory firms. You may have seen her at conferences at the Junxure booth or recognize her voice from webinars. Having past experience as a CRM administrator, Kathy knows the important decision that your firm is making when choosing a CRM and is driven to ensure you have all the information you need. She brings a wealth of knowledge and experience to helping firms recognize the need for a CRM and how our solution can be the best choice for them.
Training Specialist, JUNXURE
Jan came to Junxure with a wealth of experience in end-user training and development. She is primarily focused on assisting new users to become acclimated with their technology and driving the many web-based training resources offered. She is likely known to you as the voice of the on-boarding webinar series Ready, Set, Go. Her goal is to help you and others in your firm have the best possible user experience with our solutions. She lives in Raleigh, NC with her husband and their two-year-old fur baby Dooley.
Software Trainer, Advisorengine
Stefanie came to AdvisorEnigne with several years of experience in the FinTech world. She spent the majority of her career as a tech expert in client-facing roles, including client services, onboarding, inside sales, and training. At AdvisorEngine, her primary focus is training new clients on the benefits and features of AdvisorEngine, as well as helping firms understand best practices. She offers our clients in-depth web-based training, along with on-site training for larger firms to fully utilize the AdvisorEnigne platform. Stefanie enjoys engaging with clients to help create efficiencies, while understanding how our solution can better their firm.
Head of Consulting and TraininG, JUNXURE
John comes to Junxure from the world of education. With 15 years of experience as an educator, John has both a passion for teaching and a clear understanding of the learning process. During this time, he was awarded Teacher of the Year and served as a member of the teacher leadership team. His desire to be a life-long learner motivated him to earn a second degree in Computer Networking. With his talent for instruction and relentless pursuit of client satisfaction, he offers our clients valuable clarity and best practices for getting value from their CRM systems.
Product Manager, AdvisorEngine
Matt came to AdvisorEngine through the acquisition of Kredible where he started as a Marketing Manager for the firm. Before joining Kredible, he co-founded and sold a Software as a Service business called Relately and helped small and medium-sized businesses with their digital marketing efforts. He brings his experience to AdvisorEngine to help advisors understand the digital world we live in today to acquire new clients and deepen relationships with current clients.
Customer Success AssociatE, Junxure
With a client-focused attitude and a passion for technology, Mack works tirelessly to ensure that our customers are king! Part coach, consultant, and product expert, he plays a major role in driving user adoption and long-term success with Junxure, delivering insights and recommendations that result in measurable client value. Fun Fact: While earning his undergraduate degree, Mack was a member of the Virginia Tech crew team; he knows first-hand the importance of collaboration and follow-through to get the best results!
Client Analyst, JUNxure
As a Client Analyst, Amber uses her sharp analytical skills to help us focus on the right projects, interact with our customers to better define our client personas and the user experience associated with each, and create the requirements that define the product changes needed to deliver the right features to meet our customers’ needs. She also works closely with our Product Management team to drive the product roadmap and our agile development processes. A former member of Junxure’s Training and Consulting Team, Amber's previous experience includes gap analysis and identifying user behavior/inefficiencies using hard data as well as gathering feedback live from users.