Carrie Kimberley's Linkedin Analytics

As a passionate, results-focused leader and business strategist, I bring sought after expertise in strategic planning and execution, including business transformation and enterprise wide fintech implementation in the wealth management industry. With a relentless focus on the advisor and client experience along with a passion for change management, I have a proven track record in supporting wealth advisory teams with their growth goals, staying ahead of industry trends, driving successful M&A projects and implementing innovative technologies at scale. Recognized for my ability to develop high-performing teams and align business initiatives for maximum impact and engagement, I excel in making data-driven decisions and uncovering opportunities for continuous improvement and business automation in wealth management operations so that team members can focus on serving their clients. Expert with C-Suite communication and engagement strategies that drive cross functional team commitment. I am also a dynamic thought leader and sought-after keynote presenter / contributor for corporate events and industry publications. If you're seeking a passionate and innovative financial services professional with strong leadership acumen, a track record of exceeding targets and exceptional project execution, let's connect and explore how I can contribute to your organization's success.