Osaic has appointed Stacie Nabedrick as Senior Vice President of Advisor and Client Technology Solutions. In this role, she will lead the strategy and development of the firm’s advisor- and client-facing technology solutions, including the continued evolution of the eQuipt platform.
As financial professionals and their clients expect more connected and intuitive digital experiences, Osaic continues to invest in technology that reduces complexity while elevating service delivery. Nabedrick’s leadership will help drive these efforts by defining and executing the firm’s digital product vision.
“As advisors increasingly expect connected, intuitive digital experiences, we are focused on delivering integrated solutions that reduce complexity and elevate how they serve their clients,” said Matt Schlueter, Executive Vice President, Operations and Technology Solutions at Osaic. “Stacie brings a strong track record of leading enterprise transformation and translating strategy into scalable, high-impact solutions. Her leadership will be instrumental as we continue to evolve our platform and invest in the future of advisor technology.”
Nabedrick brings more than a decade of experience leading large-scale digital transformation initiatives. Most recently, she served as Director of Customer Success at Microsoft, where she drove cloud adoption and value realization for strategic clients. Previously, she held senior leadership roles at RBC Wealth Management, overseeing enterprise portfolio management, advisor productivity, client experience, and digital transformation strategy.
“Osaic is focused on building a more connected and efficient experience for advisors and their clients,” said Nabedrick. “I’m excited to help accelerate that work by delivering solutions that are intuitive, scalable and aligned with how advisors serve clients today.”
About Osaic
Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies.
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