Think Advisor
Vanilla Appoints Marketing Head and Chief of Staff
Vanilla, the estate planning technology provider, has appointed a new chief marketing officer, Joe Abbott, as well as a new chief of staff and vice president of operations, Hanna Grokenberger Byers.
The executive appointments come a few weeks after Vanilla closed its fiscal year with nearly 300% year-over-year platform growth, surpassing 15,000 client estates, and some eight months after it secured $35 million in additional capital led by Insight Partners and new strategic investors Edward Jones Ventures, Nationwide and Allianz.
“Bringing in experienced startup operators like Joe and Hanna is a critical part of further accelerating business momentum,” Gene Farrell, president and CEO of Vanilla, said in a statement. “Joe’s proven ability to scale demand for new product categories combined with Hanna’s domain expertise and focus on operational excellence will help Vanilla continue to innovate and grow at a rapid pace.”
[…]
Read more: Vanilla Appoints Marketing Head and Chief of Staff
By John Manganaro
Published: Feb 26, 2025
Holistic wealth management starts here
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.