Linda Bready is the founder and president of several firms, including LPB Solutions, Inc. and CleverCX, focusing on consulting and digital engagement tools for financial service providers. They served as EVP of Operations & Client Service at FolioDynamix and as Senior VP at Envestnet Asset Management, where they facilitated the transition of clients and increased revenue. Currently, Linda is an independent board member at The Kinnect Company and president at OnTrajectory, a fintech developing cash-flow and goals-based planning software. Linda holds ongoing educational pursuits at Northwestern University.
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