Linda Bready
Founder | Author & Speaker | Fractional Exec | M&A & Firm Strategy Advisor | Board Advisor
- Role
- Advisory Board Member at The Kinnect Company
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Linda Bready
I help boards, CEOs, and leadership teams navigate growth and critical decisions with a perspective shaped by more than two decades as a founder, CEO, and advisor.As a board advisor and fractional or interim executive, I bring a governance-aligned, operating mindset to complex challenges — from M&A readiness and post-transaction integration to organizational design and succession planning. My work blends board-level judgment with hands-on experience to help firms clarify decision rights, align strategy with execution, and build long-term enterprise value.My experience spans startups, established enterprises, and cross-border collaborations in financial services and fintech. I’ve guided firms through scaling, integrations, and exits, and authored to help leaders prepare for the decisions that shape their future.Through CleverX Consulting, I work with firms at moments where structure, leadership, and direction matter — whether they’re preparing to grow, scale, or sell.I also speak regularly on leadership evolution, firm readiness, and post-merger success, helping leaders translate strategic intent into real-world decisions.I’m typically engaged when firms are facing growth inflection points, transaction decisions, leadership gaps, or operational strain.
Experience
Advisory Board Member
Aug 2021 — Present · Charlotte, NC, US
Provide strategic guidance and industry perspective to the executive leadership team on growth, risk, and market positioning. Support governance‑aligned decision‑making and help shape organizational priorities in an advisory capacity. Kinnect is a digital platform that helps families organize, secure, and manage their most important information — creating peace of mind during life’s transitions.
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Financial Services
- 401k
- Investment Strategies
- Alternative Investments
- Hedge Funds
- Financial Planning
- Series 63
- Securities
- Equities
- Investment Management
- Series 7
- Strategic Financial Planning
- Business Analysis
- Investments
- Wealth Management
- Investment Advisory
- Trading
- Fixed Income
- Retirement Planning
- Financial Advisory
- Asset Management
- Bloomberg
- Relationship Management
- Asset Managment
- Etfs
- Financial Planners
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