NEW YORK--(BUSINESS WIRE)--Bento Engine Inc. (“Bento”), a fintech empowering financial advisors to deliver proactive, comprehensive advice at scale to better serve clients, deepen relationships and convert more prospects, today announced the addition of three key new team members for the roles of Chief Growth Officer, Chief of Staff and Advice Evangelist / Business Development Representative.
“As a firm that is growing rapidly and launching additional capabilities for advisors, we are excited to welcome these three talented individuals to our company who will help us spread the message far and wide that delivering timely advice related to life milestones is a critical service for investors,” said Philipp Hecker, Bento’s Chief Executive Officer. “Cassie, Marcus and Charlotte all come from diverse and impressive professional backgrounds and will undoubtedly help to ensure our advisors’ success.”
Initially launched with six firms in October 2021, Bento continues to grow rapidly; it currently has over 40 firms on platform. These additional team members join Bento as the fintech firm is launching new solutions and ramping up its capabilities to deliver timely, milestone-related advice to clients and their families.
Most recently the Senior Director of Enterprise Sales at AdvicePay, Cassie Jackson assumes the role of Chief Growth Officer at Bento. Jackson spent nearly five years at the Alan Moore and Michael Kitces-founded firm where she built and led the sales function. As Bento’s Chief Growth Officer, Jackson will lead the marketing and sales functions to raise awareness of Bento’s advice engagement model and its superior efficiencies to advisors across the country.
Another employee who will help more people to become aware of the life-changing advice that can be delivered to investors quickly and easily by Bento is Marcus Davis, the firm’s new Advice Evangelist / Business Development Representative. Prior to joining Bento, Davis was Account Executive at Podium and Sales Development Associate at Better.
Charlotte Ketelaar has joined Bento as its Chief of Staff. Ketelaar previously spent more than six years at the investment bank of ING on various teams including leveraged finance, private debt funds, and mergers and acquisitions. In addition, she was formerly part of the client management team at Credit Agricole Consumer Finance. With a master’s degree in finance and investments from the Rotterdam School of Management, Ketelaar brings her vast financial knowledge and entrepreneurial enthusiasm to Bento.
An additional opportunity to offer clients timely advice will be announced next week.
For more information about Bento, go to bentoengine.com.
Bento combines powerful advice technology, proprietary content and timing expertise to empower financial advisors to better serve their clients and grow their business. Founded by industry leaders with decades of industry experience in 2021, Bento’s mission is to bring advice beyond investing to more American families via their caring financial advisors, so that families thrive and advisor practices grow. Partnering with leading customer relationship management (CRM) tools, including Salesforce, Redtail Technology, Wealthbox, Microsoft Dynamics, XLR8, and Practifi, Bento facilitates client outreach in multiple communication modes and allows advisors to efficiently serve their entire book of business with personalized, impactful advice. To learn more about Bento Engine, visit bentoengine.com, and follow Bento on LinkedIn and Twitter.
