Jessica Perez Promoted to Partner at Milemarker, Signaling Growth and Innovation in Wealth Management

Milemarker, a technology platform aimed at revolutionizing the operations of RIAs, Broker-Dealers, Family Offices, and Private Equity firms, has announced the promotion of Jessica Perez to Partner. Perez, who joined Milemarker in June, has been instrumental in driving the company's growth, refining its 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 efficiency and scalability.

With two decades of experience in financial services, Perez has significantly expanded Milemarker's market presence through innovative sales strategies and brand positioning. Her contributions have reinforced the platform's reputation as a solution for firms aiming for operational clarity and control. Jud Mackrill, Co-Founder & CEO of Milemarker, praised Perez for her strategic vision and operational excellence, highlighting her promotion as a key step in the company's scaling efforts.

Before her tenure at Milemarker, Perez played pivotal roles at Carson Group, where she was involved in raising over $6 billion in assets and integrating more than 50 advisors and RIA offices. Her expertise in sales enablement and leadership development has been a valuable asset to Milemarker's mission. Perez expressed her honor in stepping into the Partner role, emphasizing the team's dedication to advancing the wealth management industry through technology.

Milemarker's platform is designed to address the complexities of modern wealth management by unifying data, automating processes, and providing real-time insights. Its integration-friendly architecture allows for quick deployment, enabling firms to modernize their operations without sacrificing security or control. This promotion not only recognizes Perez's achievements but also signals Milemarker's ongoing commitment to innovation and growth in the wealth management sector.