Director, Global Go to Market, Wealth & Asset Management | Salesforce
In her role at Salesforce, Kerry works closely with Sales, Marketing, Customer Success, Enablement, Product & Innovation teams to support the digital transformation and business growth of both wealth and asset management firms globally.
Before joining Salesforce, Kerry was Head of Digital Strategy for Foresters Financial’s North American Asset Management broker/dealer, retirement and investment management businesses. Prior to Foresters Financial, Kerry was Head of Digital Experience at Legg Mason, where she was responsible for the firm’s web, social media, search and mobile initiatives. Previously, Kerry led program management for Legg Mason’s industry-recognized practice management and education offering, The Advisor Partnership Program, which featured curriculum designed to help financial intermediaries effectively leverage technology to accomplish business objectives.
Kerry is a holder of the Certified Private Wealth Advisor designation, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business.