Bento Engine Inc. (“Bento”), a fintech empowering monetary advisors to ship proactive, complete recommendation at scale to higher serve purchasers, deepen relationships and convert extra prospects, as we speak introduced the addition of three key new staff members for the roles of Chief Development Officer, Chief of Employees and Recommendation Evangelist / Enterprise Improvement Consultant.
“As a agency that’s rising quickly and launching further capabilities for advisors, we’re excited to welcome these three gifted people to our firm who will assist us unfold the message far and huge that delivering well timed recommendation associated to life milestones is a crucial service for traders,” stated Philipp Hecker, Bento’s Chief Govt Officer. “Cassie, Marcus, and Charlotte all come from numerous and spectacular skilled backgrounds and can undoubtedly assist to make sure our advisor’s success.”
Initially launched with six companies in October 2021, Bento continues to develop quickly; it presently has over 40 companies on platform. These further staff members be a part of Bento because the fintech agency is launching new options and ramping up its capabilities to ship well timed, milestone-related recommendation to purchasers and their households.
Most lately the Senior Director of Enterprise Gross sales at AdvicePay, Cassie Jackson assumes the function of Chief Development Officer at Bento. Jackson spent practically 5 years on the Alan Moore and Michael Kitces-founded agency the place she constructed and led the gross sales perform. As Bento’s Chief Development Officer, Jackson will lead the advertising and marketing and gross sales capabilities to lift consciousness of Bento’s recommendation engagement mannequin and its superior efficiencies to advisors throughout the nation.
One other worker who will assist extra folks to turn into conscious of the life-changing recommendation that may be delivered to traders shortly and simply by Bento is Marcus Davis, the agency’s new Recommendation Evangelist/ Enterprise Improvement Consultant. Previous to becoming a member of Bento, Davis was Account Govt at Podium and Gross sales Improvement Affiliate at Higher.
Charlotte Ketelaar has joined Bento as its Chief of Employees. Ketelaar beforehand spent greater than six years on the funding financial institution of ING on varied groups together with leveraged finance, personal debt funds and mergers and acquisitions. As well as, she was previously a part of the shopper administration staff at Credit score Agricole Shopper Finance. With a grasp’s diploma in finance and investments from the Rotterdam College of Administration, Ketelaar brings her huge monetary information and entrepreneurial enthusiasm to Bento.
A further alternative to supply purchasers well timed recommendation might be introduced subsequent week.