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.
Proven senior leader in financial services with experience leading multi-office teams, recruiting and coaching advisors, strong compliance and financial planning knowledge, and strategic leadership ability.
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.