Jessica Perez Promoted to Partner at Milemarker, Signaling Strategic Growth

Milemarker has announced the promotion of Jessica Perez to Partner, recognizing her significant contributions to the company's growth and strategic direction since joining in June. Perez, a seasoned financial services professional, has been instrumental in refining Milemarker's go-to-market strategy and enhancing its national business development efforts. Her leadership has positioned Milemarker as a leading operating system for advisory firms seeking to streamline their data and operations.

Jud Mackrill, Co-Founder & CEO of Milemarker, praised Perez for her unique blend of strategic vision and operational excellence, highlighting her promotion as a key step in the company's scaling efforts. Perez's background includes senior roles at Carson Group, where she played a crucial role in asset growth and advisor onboarding, as well as founding a consulting practice focused on sales enablement and leadership development.

Perez's elevation to Partner reflects Milemarker's commitment to innovation in the wealth management sector. The company's platform is designed to unify data, automate processes, and provide real-time insights, addressing the industry's need for operational clarity and efficiency. This development is significant for advisory firms looking to modernize their infrastructure without sacrificing security or control, marking a step forward in the evolution of wealth management technology.