BetaNXT
Kerri Tansey is currently the Director of Marketing Sales Enablement at BetaNXT since April 2024. Prior to this role, Kerri possessed extensive experience at BNY Mellon | Pershing from June 2006 to 2023, holding various titles including Director of Marketing and Communications, Vice President, and Assistant Vice President of Digital Marketing, where Kerri managed the global online presence of the firm and led integrated marketing initiatives. Earlier in Kerri's career, positions included Marketing Manager at TD Waterhouse, where responsibilities included managing marketing campaigns and developing creative strategies, and Assistant Vice President of Marketing Communications at Harrisdirect/CSFBdirect/DLJdirect, where Kerri managed marketing collateral. Kerri's career began as an Investor Services Representative at DLJdirect. Educationally, Kerri holds a Bachelor of Science in Finance from Lehigh University and pursued further studies at NYU School of Professional Studies.
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BetaNXT
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BetaNXT is the next wave in wealth management technology and outsourcing solutions for BETA, Maxit, and Digital Investor businesses.