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

Milemarker, a pioneering technology platform designed to streamline operations for RIAs, Broker-Dealers, Family Offices, and Private Equity firms, has announced the promotion of Jessica Perez to Partner. Perez, a seasoned financial services expert with over 20 years of experience, has been instrumental in driving Milemarker's growth since joining in June. Her contributions include refining the company's go-to-market strategy, enhancing national business development efforts, and establishing Milemarker as the leading operating system for advisory firms. 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.

Before her tenure at Milemarker, Perez made significant impacts at Carson Group, where she was involved in raising over $6 billion in assets and onboarding more than 50 advisors and RIA offices. Her expertise in sales enablement, advisor recruiting, and leadership development has been a cornerstone of her career. Perez's vision for Milemarker is not just about technology but about creating the future infrastructure for wealth management, emphasizing the platform's role in unifying data, automating processes, and providing real-time insights to firms looking to scale with confidence. Learn more about Milemarker's innovative solutions at milemarker.co.