Yanni V. Bousnakis, CFA in

Yanni V. Bousnakis, CFA

Sharpshooter · DISC type CD
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.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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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

Precise But Practical
Fast But Analytical
ROI Driven

They respond better to strong and respectful interactions. They like to act fast and expect others to do the same. They like to be in a position where they can control the conversation and terms.

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)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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