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