Connie Ross in

Connie Ross

Login to view DISC.
Senior Vice President at Kestra Financial
📍 Austin, Texas, United States

Connie Ross is the Senior Vice President of PMO and Business Process at Kestra Financial, specializing in managing change for multi-million dollar clients. Described as a laser-focused, natural leader, she is instrumental in developing program management structures and delivering large-scale, mission-critical projects on time and within budget.

They are recognized for their dedication to sharing knowledge, tools, and techniques with their team and business partners, fostering growth and collaboration.

Read the full overview →
Current Role
Senior Vice President
Location
Austin, Texas, United States
Personality Overview

How Connie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Connie cares about

Large-Scale Change
Her profile highlights a portfolio of success in managing change and expounding the value of organizational shifts for large initiatives.
Program Management
As SVP of the PMO, she leads the development of program management structures and processes.
+5 more topics Login to view topics
Career

Work history

3-2021
Senior Vice President
Kestra Financial
3-2020 - 3-2021
VP, PMO and Business Process
Kestra Financial
6-2018 - 3-2020
Business Process Leader
Kestra Financial
12-2010 - 6-2018
SVP, National Manager for Specialty and Complex TM Product Implementations
Wells Fargo Bank
10-2008 - 12-2010
Sr Project/Program Manager
Wells Fargo
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education

Connie has no verified education history

Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Kestra Financial Employees

Explore more public profiles from related professionals.

Jyl Brown
Jyl Brown
Head of Accounting
Kestra Financial
AS
Ashish Shrivastava
Head of Data, Analytics and AI
Kestra Financial

More profiles

Discover additional public profiles from our index.

BB
Brooke Boys
Sr Customer Success Manager
Crossbeam
 Jack Kelley
Jack Kelley
General Manager / Market Leader
Garage Door Partners
 Lisa Kaufman
Lisa Kaufman
Director of Sales North America & South America
Christie Medical Holdings, Inc.
 Brian Denker
Brian Denker
Director - Industry Events & Operations
BioCentury Inc.
Unlock the full playbookSee exactly how to sell to Connie. Free, 10 seconds.