Ben Cruikshank

Ben Cruikshank is the President of Flourish, a fintech company that provides innovative financial products for Registered Investment Advisors (RIAs) and their clients.12 Here are some key details about Ben Cruikshank:

Professional Background

• Currently serves as President of Flourish, overseeing all client-facing teams including Sales, Relationship Management, Partnerships, and Support23
• Previously worked at Betterment, where he was a founding member of the Betterment for Business team and led the 401(k) sales team23
• Prior to Betterment, worked at NewsCred, a marketing technology company, where he ran the Financial Services sales vertical and built the sales operations organization as the company grew from 15 to 200+ employees2

Expertise and Focus

• Deep subject-matter expertise in financial technology and wealth management1
• Passionate about helping Americans better secure their financial futures1
• Frequent commentator on issues related to investment advisors, appearing in publications like The Wall Street Journal, Barron's, and Marketwatch3

Education and Qualifications

• Holds a degree in Economics from the University of Pennsylvania2
• Possesses Series 7, 24, 63, and 99 licenses2

Personal Interests

• Volunteers for Hour Children, an organization that helps families impacted by incarceration2
• Currently fixing up an 1880s farmhouse in upstate New York2
• Passionate about personal finance2
• Dedicated to brewing the perfect cup of coffee, including roasting his own beans2

Ben Cruikshank's LinkedIn username is benjamincruikshank.14