Torie Happe

Torie Happe has a diverse work experience spanning multiple industries. In 2007, they began their career at LPL Financial where they served as a New Accounts Rep. During their time there, they took on various responsibilities such as leading annual B-scrub notice reports and overseeing the RIA Conversion for advisory accounts. Torie also wrote new policies and procedures for advisory new account processing.

In 2014, Torie joined Stitch Fix as a Fashion Stylist, contributing their expertise in the fashion industry until 2015.

Torie then moved on to work at New York Life Insurance Company as a Case Analyst III from 2009 to 2016.

In 2016, Torie started their journey at Riskalyze as a Customer Success role. Torie later transitioned to become the Director of Partnerships, and ultimately served as the Managing Director. Their responsibilities included building and managing partnerships.

Torie's career continued to progress as they joined FIX Flyer in 2019 as the VP Strategic Accounts, where they focused on strategic partnerships.

In 2021, they joined Onramp Invest as the Head of Business Development, followed by a role as Sr. VP Customer Success and Business Development. Their achievements in these positions included driving business development efforts and overseeing customer success initiatives.

Most recently, in 2022, Torie joined Holistiplan as the Head of Partnerships, where they lead the partnership strategy for the company.

Torie Happe obtained a Bachelor of Arts degree in Political Science from California State University San Marcos from 2006 to 2007.