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Annie

Personal Investing Risk Analyst at Stifel

Annie is a Personal Investing Risk Analyst at Stifel, specializing in proactive, regulatory, and RCSA risk assessments within wealth management. She supports client services through financial representation and relationship management but does not cover specific public companies or generate investment performance metrics like success rates or returns. Annie began her financial services career at Fidelity Investments in 2020, holding roles as Personal Investing Risk Analyst, Financial Representative, and Relationship Manager before joining Stifel in 2024. She holds Series 7 and 66 securities licenses and graduated from Providence College with a B.S. in Finance.

Annie's questions to KESTRA MEDICAL TECHNOLOGIES (KMTS) leadership

Question · Q2 2026

Annie asked about the potential for new product or technology launches at Kestra, seeking insight into the type of innovation being pursued, whether it involves updating existing systems or developing completely new products.

Answer

Brian Webster, President and Chief Executive Officer, stated that Kestra is innovating across its three distinct platforms: WCD, wearable, and digital. He mentioned that innovation includes extending current capabilities for differentiation and bringing new therapeutic and diagnostic capabilities, guided by the ACE-PAS data to address unmet needs, with a steady stream of innovation expected over the next two to three years.

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Fintool can predict KESTRA MEDICAL TECHNOLOGIES logo KMTS's earnings beat/miss a week before the call