Milemarker Promotes Jessica Perez to Partner, Signaling Growth and Innovation in Wealth Management
Jessica Perez's promotion to Partner at Milemarker underscores the company's commitment to innovation and growth in the wealth management sector, highlighting her significant contributions to the firm's strategic direction and market expansion.
Milemarker, a technology platform transforming the operations of RIAs, Broker-Dealers, Family Offices, and Private Equity firms, has announced the promotion of Jessica Perez to Partner. Perez, who joined Milemarker in June, has been instrumental in refining the company's go-to-market strategy, enhancing national business development efforts, and establishing Milemarker as a leading operating system for advisory firms. With two decades of experience in financial services, Perez has leveraged her expertise in sales leadership and digital strategy to broaden Milemarker's market presence and reinforce its reputation as a solution for firms aiming for operational clarity and scalability.
Jud Mackrill, Co-Founder & CEO of Milemarker, praised Perez for her unique blend of strategic vision and operational excellence, noting her promotion as a pivotal step for the company's accelerated growth and impact. Before her tenure at Milemarker, Perez played key roles at Carson Group, contributing to significant asset growth and advisor onboarding, and founded a consulting practice focused on sales enablement and leadership development.
Perez's elevation to Partner reflects Milemarker's vision of redefining wealth management operations through technology. The company's platform integrates disparate systems and automates processes, offering real-time insights to streamline decision-making and operational efficiency across wealth management firms. This development is not just a milestone for Milemarker but also a testament to the evolving landscape of wealth management, where technology and strategic leadership converge to create future-ready infrastructure.