logo
logo
AI + EXCLUSIVE DATA

AI tracks executive moves from sources others don't have

Our proprietary AI analyzes exclusive hiring data to find decision-makers actively evaluating solutions like yours.

10-25 executive leads daily • Direct contact info • First 90 days targeting
Start with:
✓7-day trial • $39/mo or $29/mo annual
✓AI + proprietary hiring database
✓Executive contact details included
INDUSTRY FIRST

Osaic Announces Appointment of James Benson As Founder and Kristen Kimmell As Executive Vice President Business Development

Mar 07, 2024•over 1 year ago

Position

Vice President of Business Development

Company

Osaic

Kristen Kimmell
ScottsdaleFinance

Description

Osaic, one of the nation's largest providers of wealth management services, announced the addition of Cornerstone Advisors (Cornerstone) to the firm. James Benson and his team at Cornerstone, overseeing nearly $360 million in total client assets, join Osaic to enhance technology and client support. Kristen Kimmell, Executive Vice President Business Development, expressed her pleasure in welcoming James and his team to Osaic.

Company Information

Company

Osaic

Location

Scottsdale, Arizona, United States

About

Osaic is one of the nation's largest providers of wealth management strategies, supporting approximately 10,500 financial professionals. The company's mission is to support the strategic role that financial professionals can play in the lives of their clients. Osaic champions the enduring value of financial professionals.

FundzWatch™ Score

74
Medium Activity

Related People

Sign in to view contact details

Sign in to view contact details

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months