Vickie LewinChief Growth Officer at Amplify PlatformSpeaker
Profile
Vickie has 30+ years in the asset management, wealth management, tamp and wealthtech space. (Not each, but altogether. :)). She has a passion for the fee based, advisory space and believes strongly in the meaningful, lifechanging work of a financial advisor. She enjoys helping advisors and enterprises grow and scale their practices so that they can do more of what they love and can make a difference in the lives of more clients. Vickie knows the ecosystem of the BD/RIA/Custodial/Third party money manager world very well and loves helping others put it all together. Vickie is new to Amplify, having joined in June of 2024 - she previously spent 23 years at AssetMark and before that worked for PMC and Fundquest - both acquired by Envestnet as well as Investment Advisory Network -acquired by SS&C technologies. She loves meeting new people who enjoy sharing their stories and talking about the business.
Agenda Sessions
Scale or Fail: Navigating the Change Management Treadmill
, 3:40pmView Session