NOTABLE AND RECENT SEARCHES COMPLETED

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​External Wholesaler Placements
(Regional Vice President, Regional Director, and Senior Vice President level positions)
Wirehouses, Independent Broker-Dealers, Registered Investment Advisors (Mutual Funds, SMAs, ETFs, Alternatives, Variable Annuities)
Chicago (multiple), New Jersey, New York City (multiple), Kansas City, Michigan (multiple), Ohio (multiple), Houston (multiple), Indiana, Denver, San Francisco (multiple), Boston, Pittsburgh, Seattle, Mid-Atlantic, North Carolina, Atlanta (multiple), Southern California: San Diego, Los Angeles, Inland Empire (multiple), Dallas, Philadelphia, Miami, Central Florida, St. Louis, Louisiana, Arizona, Utah

Internal Wholesaler Placements
(Regional Sales Representative, Investment Consultant)
New York City (multiple), Chicago, Baltimore (multiple), Columbus, OH (multiple), Dallas (multiple)

Internal Sales Consultant, Insurance Placements
Houston (multiple)

Financial Advisor/Financial Representative Placements
Multiple hires in Florida, Connecticut, Chicago, New Jersey, Seattle, North Carolina, Michigan, Virginia, Indiana

Business Development Officers/High Net Worth Sales Placements
San Diego, Chicago (multiple), Miami, Boston

Trust Sales/Trust Development Officer Placements
New England

Management/Leadership Placements-Internal, Divisional, and National
New York City (multiple), Southeast

Liquidity/Money Market Fund Sales Placements
Southeast, San Francisco, Houston, Boston, Los Angeles, New York City, Baltimore

National Account/Key Account/Head of National Accounts Placements
New York City (multiple)
Chicago

401(k)/Retirement Plan Sales Placements
Los Angeles, Southeast, Midwest

Sub-Advisory Sales (Internal and External) Placements
Boston, Los Angeles, New York City (multiple), San Francisco

Director of Operations, Director of Compliance, Risk Management Placements
Southeast, New England