Osaic provides the support, resources, and community designed for the future of wealth management.

Enterprise Software

Investment Management

Osaic

Osaic's headquarters in Phoenix, AZ, United States

James Price

Kristen Kimmell

Shawn Mihal

Erinn Ford

Todd Fulks

Daniel Rodriguez

Edward Obuchowski

Dawn C.

Chase Grosse Apma®

Amy Hamilton

Michael Holliday

Leslie Ayers

Kristy Britt

Neal Slafsky

Greg Cornick

Holger Kunst

Dimple Shah

Jason Gerb

The Leadership Team at Osaic is responsible for setting and guiding the strategic direction of the company, ensuring alignment across all departments within the wealth management ecosystem. This team develops policies and practices that enhance operational efficiency, compliance, and innovation, while also fostering a collaborative culture that prioritizes client satisfaction and growth in the industry. With diverse expertise spanning human resources, compliance, technology, and financial planning, the Leadership Team drives Osaic's mission to advance the future of wealth management through effective resource allocation and strategic partnerships.

Leadership Team

The Finance and Accounting team at Osaic is responsible for managing the company's financial operations, ensuring accurate reporting, budgeting, and compliance with accounting standards. They provide critical financial insights to support strategic decision-making and oversee functions such as accounts payable, tax management, and financial analysis. This team plays a key role in fostering a sustainable financial environment that aligns with Osaic’s mission in wealth management.

Finance and Accounting

The Business Development and Sales team at Osaic focuses on cultivating strategic partnerships, expanding client relationships, and driving revenue growth within the wealth management sector. This team collaborates closely with financial institutions and wealth management firms to deliver tailored solutions and support, ensuring they leverage Osaic’s resources effectively to meet their clients' needs.

Business Development and Sales

The Human Resources and Compliance team at Osaic is responsible for ensuring a supportive workplace culture while adhering to industry regulations. They manage talent acquisition, employee relations, and training initiatives, alongside ensuring regulatory compliance through risk management and oversight. This team plays a crucial role in attracting and retaining top talent, fostering a compliant environment for wealth management operations.

Human Resources and Compliance

The Marketing and Communications team at Osaic crafts and implements strategies to elevate the company's brand and promote its innovative wealth management solutions. This team focuses on growth marketing, digital engagement, and content strategy, ensuring cohesive messaging across various platforms while enhancing the customer experience through targeted advertising and event initiatives. Collaborating closely with other departments, they aim to drive brand awareness and support business growth in the wealth management sector.

Marketing and Communications

The Data Management and Analysis team at Osaic is responsible for harnessing and optimizing data to support strategic decision-making in wealth management. This multidisciplinary team collaborates to ensure data integrity, develop analytical frameworks, and create insights that inform product development and compliance. By leveraging advanced analytics and technology, they drive innovation and enhance operational efficiency across the organization.

Osaic

Org chart

Teams

Leadership Team

Finance and Accounting

Business Development and Sales

Human Resources and Compliance

Marketing and Communications

Data Management and Analysis

Offices

Osaic

Org chart

Teams

Leadership Team

Finance and Accounting

Business Development and Sales

Human Resources and Compliance

Marketing and Communications

Data Management and Analysis

Offices

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