Elevation Point said it has appointed Jenna Bloomgarden as head of marketing and advisor experience and Brian R. Terraciano as head of operations.
Bloomgarden will lead the firm’s marketing strategy including digital marketing, website development, branding, and messaging efforts. Prior to joining Elevation Point, she served as director of marketing and advisor development at Summit Financial and before that held senior roles at Dynasty Financial and Morgan Stanley.
In his new role, Elevation Point said Terraciano will focus on optimizing the experience for advisor teams and clients. He joins from BNY Pershing, where he led a global operations team responsible for supporting RIAs, family offices, trust companies, and broker-dealers.
Written By: Dakota
November 19, 2024
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