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RIA Edge Orange County
October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA

Torie Happe
VP Business Development at Jump
Speaker

Profile

Torie Happe is VP of Business Development at Jump - Advisor AI, the leading AI operating system for financial services professionals, where she partners with advisors and firms to bring AI-powered workflows into everyday practice. Throughout her career she has focused on relationship management, advisor growth, and the evolving advisor technology landscape. Torie is also co-host of Money Chronicles, a podcast featuring conversations with leading voices in wealth management, and is a regular presence and speaker at industry events, Based in Dallas she's known for building genuine relationships that help advisors adopt technology that actually fits their workflow.

Agenda Sessions

  • The Client Signal Layer: Turning Conversations, Behavior and Data into Growth Opportunities

    11:20am