Proven senior leadership in financial services, experience leading advisor teams, recruiting and coaching professionals, strategic thinking, and strong knowledge of compliance and financial planning.
Senior leader with regional/multi-office financial services experience, proven advisor leadership, recruiting and coaching ability, strategic thinking, and strong knowledge of compliance and financial planning.
Senior leader with proven regional/multi-office financial services experience, advisor team leadership, recruiting and coaching skills, strategic thinking, and knowledge of compliance and wealth management.
Proven senior leader in financial services with regional/multi-office experience, success leading advisor teams, ability to recruit and coach, strategic thinking, and strong compliance and financial planning knowledge.