SIGNIFICANT PLACEMENTS WE'VE MADE
External Wholesaler Placements (Regional VP, Regional Director, and SVP level positions covering Wirehouses, IBDs, and RIAs):
(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:
New York City (multiple), Chicago, Baltimore (multiple), Columbus, OH (multiple), Dallas (multiple), Atlanta
Financial Advisor/Financial Representative Placements:
Multiple hires in Florida, Connecticut, Chicago, New Jersey, Seattle, North Carolina, Michigan, Virginia, and Indiana
Business Development Officers/High Net Worth Sales Placements:
San Diego, Chicago, Miami, Boston, San Francisco
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)
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
(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:
New York City (multiple), Chicago, Baltimore (multiple), Columbus, OH (multiple), Dallas (multiple), Atlanta
Financial Advisor/Financial Representative Placements:
Multiple hires in Florida, Connecticut, Chicago, New Jersey, Seattle, North Carolina, Michigan, Virginia, and Indiana
Business Development Officers/High Net Worth Sales Placements:
San Diego, Chicago, Miami, Boston, San Francisco
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)
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