Yanni V. Bousnakis, CFA in

Yanni V. Bousnakis, CFA

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Chief Product Officer ✴️ Led Turnaround Efforts, Portfolio Diversification Strategy, Risk Mitigation at Realta Wealth
📍 Nashville, Tennessee, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
12 Years
Current Role
Chief Product Officer ✴️ Led Turnaround Efforts, Portfolio Diversification Strategy, Risk Mitigation
Location
Nashville, Tennessee, United States
Personality Overview

How Yanni 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.

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Priorities

Topics Yanni cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2023 - 3-2025
Chief Product Officer ✴️ Led Turnaround Efforts, Portfolio Diversification Strategy, Risk Mitigation
Realta Wealth
6-2020 - 5-2023
Senior Vice President, Head of Advisory Platform and Investment Solutions
Kestra Financial
3-2011 - 12-2018
Head of Investment Solutions ✴️ Championed Development of Industry-First UMA with LPL Financial
Cetera Financial Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Master of Business Administration - MBA
D'Amore-McKim School of Business at Northeastern University
Bachelor of Science - BS
National Technical University of Athens
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.

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