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Jaci Stanton
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Jaci Stanton

Executive in Residence
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Financial Services Executive passionate about all things fintech and wealthtech. Focused on creating and executing future growth strategies to improve the end-to-end advisor and client experience. Direct experience with enterprise advice transformation, technology integration and adoption, talent engagement, product (agile) strategy, and advisor development - both employee and independent.

Specialties: Strategic Planning, Advice Technology, Financial & Behavioral Planning, Digital Experiences, Change Management, and Distribution Strategy

Previous Experience
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Jaci

Learn more about the Executive in Residence Program.

Jaci Stanton
Back to Team

Jaci Stanton

Executive in Residence
Email IconLinkedIn Icon

Financial Services Executive passionate about all things fintech and wealthtech. Focused on creating and executing future growth strategies to improve the end-to-end advisor and client experience. Direct experience with enterprise advice transformation, technology integration and adoption, talent engagement, product (agile) strategy, and advisor development - both employee and independent.

Specialties: Strategic Planning, Advice Technology, Financial & Behavioral Planning, Digital Experiences, Change Management, and Distribution Strategy

Previous Experience
Expertise
Up Close with
Jaci

Learn more about the Executive in Residence Program.

Latest Insights from

Jaci

Latest Insights

Looking to the Future by Looking at the Past: How Behavioral Technology Can Help with Personalization
Looking to the Future by Looking at the Past: How Behavioral Technology Can Help with Personalization
Insight

Looking to the Future by Looking at the Past: How Behavioral Technology Can Help with Personalization

Latest Insight from

Jaci

Latest Insight

Looking to the Future by Looking at the Past: How Behavioral Technology Can Help with Personalization
Insight