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People · Technology
Head of Relationship Management
Head of Relationship Management · Advisor Engine: Digital Wealth Management Technology
Kathy Crowley — Head of Relationship Management · Advisor Engine: Digital Wealth Management Technology · Raleigh, North Carolina, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
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