Ally Oakes

Background

About Ally Oakes

I’m most passionate about working with people, leading teams, scaling startups, and solving problems. I’ve focused most of my career diving into the areas of customer success, sales, marketing, and go-to-market strategies in FinTech, insurance distribution, SaaS, and financial services. I have found the most energy and fulfillment in leading my current team of Directors and Managers that work with the most elite financial advisory firms across the country. I believe that the most diverse and equitable teams foster the best collaboration, and that cross-functional communication is essential for success. I thrive on organization, speed, tech, and kindness. Clifton Gallup Strengths: Achiever, Communication, Belief, Positivity, and Competition. “If you want to go fast go alone, but if you want to go far, go together.”