Kathy Crowley

About Kathy Crowley

At AdvisorEngine, I operate at the forefront of wealth management, reimagining how technology can better serve financial advisors. I guide them to use our wealth platform to gain a competitive advantage. In doing so, I provide advisors the ability to connect deeper with clients while scaling efficiently and delivering superior outcomes.All of my experiences have led me right here. Along the way, I have learned the value of being transparent, upfront and honest and I bring that to the table everyday. I am a team player and my leadership experience includes:• Strategy, vision and mission planning• Operational tracking and execution• Proven public speaking skills• Recruiting, team building and motivation• Forecasting, budgeting and cost management• Relationship management• Market tracking and product launch

Experience

1. Head of Relationship Management

   Advisorengine

   Sep 2025 — Present · Raleigh, NC, US

   As Head of Relationship Management, I partner with financial advisors to strengthen client relationships and build more efficient businesses through AdvisorEngine. I am able to leverage my deep industry expertise to help firms maximize the platform’s capabilities, ensuring they experience the full value of a connected and scalable wealth management solution. I also have proven successes in the following areas:• Finding new opportunities in the financial vertical• Educating firms and advisors on best practices for CRM usage• Demonstrating our products for prospective advisory firms• Collaborating with partners and my team• Delivering thought leadership through content, presentations and attendance at industry events and conferences

Education

• Western Carolina University

  BS, Criminal Justice

  1990 — 1994

Skills

• Enterprise Software
• Sales Management
• Sales Process
• Program Management
• Management
• Team Building
• Saas
• Crm
• Executive Management
• Solution Selling
• Business Planning
• Sales
• Consulting
• Cold Calling
• Channel Partners
• Salesforce.com
• Strategy
• Entrepreneurship
• Integration
• Proposal Writing
• Leadership
• Online Marketing
• Lead Generation
• B2b
• Small Business
• Business Development
• Cloud Computing
• Cross-Functional Team Leadership
• Fundraising
• Mobile Devices
• Powerpoint
• Strategic Partnerships
• Sales Operations
• Customer Retention
• Professional Services
• Product Marketing
• Sales Presentations
• Team Leadership
• Product Management
• Networking