Milemarker, a prominent technology platform for wealth management firms, has announced the promotion of Jessica Perez to Partner, recognizing her critical role in the company's expansion and its standing in the wealth management technology arena. Since joining Milemarker in June, Perez has been instrumental in refining the company's go-to-market strategy and enhancing its national business development efforts, establishing Milemarker as a leading operating system for advisory firms.
With over 20 years of experience in financial services, Perez has utilized her expertise to broaden Milemarker's market presence through innovative sales leadership and strategic brand positioning. Her contributions have not only spurred the company's growth but also bolstered its reputation as a provider of solutions that offer clarity, control, and scalability to firms dealing with the intricacies of data and operations management.
Jud Mackrill, Co-Founder & CEO of Milemarker, commended Perez for her strategic vision and operational excellence, noting that her promotion to Partner reflects her significant contributions and is a strategic move to further the company's growth. Prior to her role at Milemarker, Perez was instrumental in asset growth and advisor recruitment at Carson Group, demonstrating her capacity to drive change in the wealth management industry.
Perez's advancement to Partner signifies Milemarker's dedication to innovation and its forward-looking approach to wealth management. The company's platform aims to consolidate data, automate workflows, and deliver real-time insights, allowing firms to update their operations while maintaining security and control. As Milemarker continues to transform the wealth management infrastructure, Perez's leadership will be key in guiding the industry's future and enabling firms to expand confidently in a complex financial environment.
