Flourish
Patrice Kiely currently serves as the Head of People & Culture at Flourish, a company dedicated to enhancing client outcomes through innovative financial solutions, a role held since April 2021. Prior to Flourish, Patrice accumulated extensive experience as an Executive Assistant in Financial Services at Heidrick & Struggles and Russell Reynolds Associates from 2015 to 2021, and as an Executive Assistant in the Global Research Office at CEB from 2011 to 2015. Earlier roles include serving as a Bridal Administrator at J.Crew and as an Event Coordinator & Restaurant Manager at McLoone's Restaurants. Patrice holds a Bachelor of Science degree in Hospitality and Tourism Management from the College of Charleston.
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Flourish
Since 2017, Flourish has been on a mission to help advisors better serve clients and improve outcomes by delivering innovative, delightful, RIA-centric solutions for every aspect of clients’ financial lives. Through innovative technology, we give advisors access to new horizons, bringing additional options to the client portfolio and expanding advisors’ potential. Our efforts have resulted in partnerships with over 800 RIAs representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.