TURNING POINT PLACEMENTS!
Congratulations to three candidates:
Fred VDA, Paul M. and
Richard V. on their recent placements!
Fred joins Cambridge Investment Research in Fairfield, IA as their new Asst Regional VP of Recruiting. Fred has been in the financial services business for 9 years and has a good feel for the independent broker-dealer network. In his last position, he was active on both the independent and bank sides of the business in a variety of support capacities.
Paul and
Richard both join Legacy Advisors LLC of McLean, VA as VPs of Branch Development. Paul was a long-time Branch Manager for Morgan Stanley, heading up some of their most profitable locations. Prior to joining Morgan, he enjoyed a varied and very successful career which included Financial Consultant at Merrill Lynch, CEO of a small manufacturing business in California and 8 years as a Fighter Pilot in the United States Air Force. Dick started his career in financial services as a personal producer for 17 years specializing in insurance and executive benefit programs. He was offered an opportunity to take over a problem agency in Houston of New York Life. He took this position and was in the top 10% of NYL Sales Managers. Dick continued his pattern of success by building offices for Farmers Insurance Group and Hartman Management in addition to developing a consulting practice.
We congratulate Fred, Paul and Dick on their new positions and wish them continued success and happiness!
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Quote of the day:
"Of course there is no formula for success except perhaps an unconditional acceptance of life and what it brings."
Arthur Rubinstein (1886 - 1982)