New hires are industry veterans Christian Short, Nathan Worthington, Kevin Jurick and Jeremy Kowalski
By DWN Staff
FMG Suite, the Gardena California-based marketing and growth platform for financial advisors, insurance professionals and enterprises, announced the expansion of its senior team with four industry veteran hires.
In a recent release, the firm states that as broker-dealers, RIAs, wirehouses, insurance organizations and asset managers increasingly deploy FMG on behalf of advisors and agents at scale, the firm is expanding leadership in the areas that matter most to enterprise success, including AI strategy and infrastructure, customer success and enterprise sales. FMG believes that together, its new hires strengthen its ability to help institutions deliver compliant growth, deepen advisor engagement and bring more of the wealth management ecosystem onto the platform.
“FMG is entering a new phase. We are evolving from a marketing platform into the compliant growth platform for the financial services industry, and that requires leadership built for where the market is going,” said Dave Christensen, CEO of FMG Suite.
FMG’s new team members are:
Christian Short, Senior Vice President of AI Strategy & Operations, will report to Christensen. Short comes from EY-Parthenon, where he served as Senior Director and co-architected Enterprise Reimagined, a flagship AI transformation product for financial services clients and drove the commercialization of EY Growth Platforms, a neurosymbolic AI product. Before EY, he spent more than seven years at Bain & Company focused on financial services and private equity. Earlier in his career, he worked alongside FMG Suite Executive Chairman Mark Casady as chief of staff at Vestigo Ventures, an AI/Fintech venture firm led by Casady.
Nathan Worthington, Senior Vice President of Customer Success, will lead FMG’s customer success organization across SMB and enterprise segments. He joins the firm after a 16-year career as a Managing Director at Institutional Shareholder Services, where he led a global client success organization.
Kevin Jurick, Strategic Enterprise Account Executive, will focus on broker-dealers, RIAs, wirehouses, insurance organizations and asset managers. Jurick has more than two decades of institutional financial services experience, most recently as Managing Director and Head of Strategic Accounts (US) at Institutional Shareholder Services, where he was responsible for asset managers, insurance companies, public pension funds and wealth platforms. Before that, he spent a decade at Goldman Sachs as a Vice President and Designated NYSE Market Maker.
Jeremy Kowalski, Strategic Enterprise Account Executive, will work alongside Jurick. Kowalski comes from Salesforce, where he served as a Strategic Account Director managing partnerships with State Street and Fannie Mae. He previously held enterprise sales and business development roles at IBM, where he sold AI solutions and earned the firm’s Best of IBM recognition in his first year. Kowalski also spent eight years at UBS in fixed-income sales and operations.
Matt Newman, Chief Revenue Officer at FMG Suite said, “Kevin and Jeremy know how to navigate complex institutional sales, and Nathan brings the discipline to build a customer success organization that keeps those relationships growing long after the contract is signed. Together, this team gives us more scale across the full enterprise lifecycle.”
FMG’s goal is to define the future of organic growth for financial services firms through a platform for financial advisors, insurance professionals, and enterprises, that empower them to scale compliant, client-centered and AI-enabled improvements in lead conversion, client retention and efficiency for its 80,000 financial professional customers.
