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WealthManagement EDGE

Early bird saving deadline ends:

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May 21 - 24, 2023
The Diplomat Beach ResortHollywood, Florida

Kathy Crowley
Senior Business Development Manager at Advisor Engine


Kathy is responsible for all business development aspects for our CRM product. She helps financial advisors deepen client relationships and run better businesses through our award-winning CRM software.

Kathy brings over 20 years of technology sales and personnel management experience. She has a proven track record of building and leading sales organizations. Kathy spends her days sharing the incredible value of our CRM with advisory firms. She brings a wealth of knowledge and experience to helping firms recognize the need for a CRM and how our solution can be the best choice for them. Kathy holds a Bachelor of Science degree from Western Carolina University. In her free time, you an find her traveling, working on a scrapbook project, hanging with her dog, or doing volunteer work in her community.