I feel so fortunate to have spent the last few decades working side by side with some of the best professionals in the wealth management space. Serving first as a Financial Advisor growing a solo practice within several of the national and regional firms, and then transitioning to a senior level Recruiting Director position later in my career, has allowed me to see the industry full spectrum. We founded Practice Solutions in 2010 with the idea that helping Advisors through transitions could be done more effectively by people that had walked their walk. Today our team has expanded to serve a growing market of Advisors, Brokers, and Banking Professionals. We can effectively act as an agent of change to our clients in the wealth management space regardless of the structure they wish to consider: RIA, Independent Broker Dealer, National Brokerage, Regional Brokerage, IAR plug ins, Hybrid firms, or Correspondent Clearing and Custody arrangements. We also have established relationships that help us work on behalf of Private Bankers and Senior Leadership in all facets of the Financial Services industry as well. Specialties: Wealth Management Recruiting, Financial Services Recruiting, Contingent and Retained Executive Search
Listed skills include Financial Services, Financial Advisory, Finance, Investment Advisory, and 41 others.