Kate Asack has an extensive career in sales and relationship management, highlighted by roles at notable financial institutions. As Chief Growth Officer at Fynancial since June 2024, Kate previously served as Vice President of Operations at OneDigital (May 2022 - May 2024) and held various positions at Charles Schwab & Company, including Sales Director and Business Development Officer. Kate's experience includes founding AmplifyRIA, where the focus is on supporting Registered Investment Advisors in achieving their business goals. Other notable positions include Sales Director at Fidelity Investments, where revenue and asset growth for managed accounts were driven, and Regional VP of Sales at Trust Company of America.
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