Relationship-driven financial services professional with 12+ years’ experience specializing in retirement planning, client education, and process improvement. Expert at translating complex financial concepts into actionable guidance, leading cross-functional teams, and driving client engagement through data-driven strategies. Passionate about empowering clients and colleagues through training, education, and continuous improvement.More...
Jeff Johnson
Architectural Sales Representative@Viracon
Verified
Energetic and goal-oriented professional specializing in building relationships with customers, identifying their needs, and providing high-level sales solutions. Proven ability to increase sales and customer satisfaction through effective communication, problem-solving, and relationship-building skills. Highly organized with a keen eye for detail and an aptitude for managing multiple tasks.More...
Jud Mackrill
Cofounder@Milemarker
Verified
With over 20 years of expert first-hand knowledge in the wealth tech and fintech wealth management space, Jud has a distinguished career marked by innovation and leadership. As one of the first 20 employees at Orion Advisor Solutions, Jud played a pivotal role in growing the company to its first 1,200 customers. His expertise in product design and innovation, combined with his tenure as Chief Marketing Officer, were instrumental in Orion's early success.
Following his tenure at Orion, Jud founded a boutique consultancy catering to large asset managers and wealth management firms, overseeing $87 billion in assets under management. This venture's success led to its acquisition by Carson in 2018. At Carson, Jud's leadership was crucial in expanding their assets from $4 billion to $16 billion in just 30 months, contributing to a valuation of $1.1 billion.
Today, Jud continues to drive innovation as the leader of one of the most advanced technology solutions in wealth management. His focus on connecting data and streamlining operations for complex wealth management firms underscores his commitment to transforming the industry and delivering exceptional value to his clients.More...