Company

Julie is a recognized expert on the drivers and evolution of client experience, client engagement. and referral growth. She is responsible for: designing the firm's strategic vision and product roadmap, conducting on-going investor and advisor research, driving firm growth and representing the company on conference stages around the world.

Mike has an extensive background in wealth management and is passionate about evolving client engagement models across all wealth platforms. He is responsible for all aspects of running the Absolute Engagement business and bringing the strategic vision to life.

Vanessa is responsible for 'championing' the needs of our clients throughout the organization and ensuring that we are delivering the highest possible value. In addition she provides senior level strategic input and direction to help our enterprise clients capture and use client input to reach their goals.

Elizabeth brings deep industry expertise in working with wealth managers, digital advisors and 401(k) providers. She contributes to the strategic direction of the firm as part of the leadership team and is responsible for driving growth.

Jerry brings extensive expertise in designing and building innovative products. In addition to contributing to the strategic direction of the Absolute Engagement Engine, he has overall responsibility for bringing the product roadmap to life and managing the development team.

Reema has deep expertise in helping advisory firms uncover opportunities to drive deeper engagement and growth. She works directly with our enterprise clients to design and implement solutions that meet their unique objectives and actively supports new product development.

Liam has a diverse background across several industries, in roles that always focused on delivering an extraordinary client experience. He manages the team that guides our clients through programs, providing hands-on support to ensure that advisors can take meaningful action.

Luiza delivers a fresh perspective and brings strong marketing and communications skills that draw on her journalism background. She supports all of Absolute Engagement's digital marketing efforts and our content to support advisors and their teams.

Youssef is a full-stack developer and supports the development and ongoing enhancement of the Absolute Engagement Engine.

Joanne has extensive experience as a researcher, program evaluator, and senior-level manager. She is responsible for designing and executing on our on-going industry research with advisors and investors and supports our clients by drawing on their client feedback to provide customized analysis and insights.