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Jessica Perez Promoted to Partner at Milemarker, Driving Wealth Management Innovation

Milemarker promotes Jessica Perez to Partner, signaling growth in wealth management tech. Discover how Milemarker is shaping the future of advisory firms.

This news is significant for professionals in the wealth management sector as it highlights Milemarker's commitment to innovation and leadership in operational technology. Jessica Perez's promotion underscores the importance of strategic vision and operational excellence in scaling advisory firms. For firms looking to modernize their infrastructure and streamline operations, Milemarker's platform offers a solution to unify data and automate processes, enabling growth with confidence. This development matters because it represents a step forward in the evolution of wealth management technology, providing firms with the tools they need to navigate the complexities of the modern financial landscape.