Meet the team
Our executive and senior leadership teams bring strong functional expertise and diverse perspectives to set strategic direction and support our Osaic communities.
Kristen Kimmell
As Executive Vice President, Business Development, at Osaic, one of the nation's largest providers of wealth management solutions, Kristen strives to amplify financial professional growth and belonging by introducing them to capabilities and solutions that a differentiated partnership with Osaic delivers. Kristen is also the Executive Sponsor of Osaic's W Forum conference designed for women in wealth.
Career summary
With over 25 years of wealth management industry experience, Kristen is a recognized expert in helping financial professionals realize their true potential and mobilizing high-producing, diverse teams to support them in that endeavor. Kristen is famous for saying, "We're more than a platform, we're a partner," and her team of Osaic business development, transition and onboarding, and wealth management consulting professionals help deliver on that promise.
Kristen joined Osaic in 2021 after holding various executive leadership roles at RBC across Capital Markets and Wealth Management, including Chief of Staff, Head of Liquidity and Lending Solutions, and Head of Recruiting and Field Marketing. Before that, she was with Dain Bosworth, which was eventually acquired by RBC, and Marquette Bancshares.
She received bachelor's degrees in accounting and business administration from the University of Jamestown and holds FINRA Series 7 and Series 24 licenses.