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WealthStack
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Ben Cruikshank
Head of Flourish at Flourish

Profile

Ben is the Head of Flourish and leads the Client Strategies organization, including sales, marketing and support.

Ben is a frequent commentator on issues related to investment advisors and crypto and has appeared in the Wall Street Journal, Barron's, Marketwatch, and numerous industry publications. 

Prior to Flourish, Ben worked at Betterment, where he was a founding member of the Betterment for Business team and led the 401(k) sales team. Prior to Betterment, Ben discovered his love for start-ups at NewsCred, a marketing technology company where he ran the Financial Services sales vertical and built the sales operations organization as the company grew from 15 to 200+ employees. In his spare time, Ben and his wife are fixing up an 1880s farmhouse in upstate New York, and he volunteers for Hour Children, an organization that helps families impacted by incarceration. Ben has a passion for personal finance, which directly led to his work with financial advisors and their clients.

Ben holds a degree in Economics from the University of Pennsylvania and holds his Series 7, 24, 63 and 99 licenses.

Fun Fact: Ben is dedicated to brewing the perfect cup of coffee, including roasting his own beans.

Agenda Sessions

  • Strategies to Attract and Retain Younger Investors

    1:55pm