Osaic Names Kristy Britt New Chief Financial Officer

Osaic Welcomes Kristy Britt as Chief Financial Officer

Osaic, Inc., recognized as one of the largest wealth management platforms in the nation, has made a significant leadership change by appointing Kristy Britt as its new Chief Financial Officer. With over 20 years of experience in financial management and strategic planning, Kristy is set to play a pivotal role in shaping Osaic's financial future, focusing on optimizing value and enhancing operational efficiency.

Kristy Britt's Expertise

Before joining Osaic, Ms. Britt was a prominent figure at Thomson Reuters. Her trajectory there involved multiple key financial leadership roles, ultimately serving as the Head of Finance for the Operations & Technology division. Her time at Thomson Reuters was marked by her leadership in executing an enterprise-wide change program, which significantly impacted the company's overall operations.

The Vision Ahead

Osaic President and CEO Jamie Price expressed enthusiasm regarding Kristy’s appointment, highlighting her extensive background in financial strategy and planning. "We are thrilled to welcome Kristy to our leadership team. Her proven track record and ability to drive innovation in complex financial environments fit perfectly with Osaic's ambitious growth plans," said Price. This new chapter aims to align financial operations closely with the company's objective of empowering entrepreneurial advisors who aim to provide outstanding service to their clients.

An Exciting Opportunity

As Kristy steps into her new role at Osaic, she recognizes the significant strides the company is making within the wealth management sector. "It is an exciting time to join Osaic, as the company aims to drive meaningful change in the wealth management space," she noted. Kristy looks forward to collaborating with her new colleagues to bolster financial operations and support the firm’s goals of continued investment and advisor growth.

Academic Background

Kristy Britt's academic qualifications include a Master of Business Administration from the University of San Francisco and a Bachelor of Arts in Communications from California State University, Sacramento. Her educational background, combined with her extensive professional experience, equips her to make substantial contributions to Osaic's leadership team.

A Smooth Transition

Kristy Britt is succeeding Jon Frojen, who has served as the Chief Financial Officer for the past five years. This transition promises to be smooth and orderly, ensuring continuity as Osaic embarks on its next phase of growth.

About Osaic

Osaic, Inc., a renowned portfolio company of Reverence Capital Partners, is a leading entity in providing wealth management solutions, currently supporting around 11,000 financial professionals across the country. Osaic's mission emphasizes empowering innovative advisors to build successful businesses while fulfilling their clients' aspirations. For more information about Osaic, please visit www.osaic.com.

Frequently Asked Questions

Who is Kristy Britt?

Kristy Britt is the newly appointed Chief Financial Officer of Osaic, Inc., bringing over two decades of experience in financial leadership.

What are Kristy Britt's previous roles?

Before joining Osaic, Kristy held several significant roles in financial leadership, most recently as Head of Finance at Thomson Reuters.

What are the key responsibilities of Osaic's CFO?

The CFO is primarily responsible for overseeing the company's financial strategy, reporting, and capital management to enhance operational efficiency.

How does Osaic support its financial professionals?

Osaic empowers its financial professionals by providing tools and resources aimed at helping them grow their businesses and serve their clients effectively.

What is Osaic's mission?

Osaic's mission is to empower entrepreneurial advisors to build successful businesses while fulfilling their clients' dreams in the wealth management space.

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