Mary Ann Buchanan Email and Phone Number
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With over 30 years in the wealth management industry, beginning as an advisor, I have proven results in Registered Investment Advisory firms (RIAs) mergers and acquisitions (M&A). Demonstrated ability to succinctly assess and professionally communicate opportunities and mutually beneficial potential synergies to involved parties. Build and train business development and relationship management teams. Skilled at high-level success metric building and reporting to executive teams.The company offers two core services to provide advisors with greater efficiency in succession planning and growth.• RIA Match Platform, a proprietary technology platform that matches buyers and sellers.• RIA Match Enterprise Solutions, a customizable, white-label platform for financial institutions to provide succession planning and growth solutions to their advisors and to maintain or grow the institution's assets under management. I have been quoted in or authored articles for many publications, including the Wall Street Journal, InvestmentNews, and WealthManagement.com. I have presented at industry panels and conferences, for Fidelity Investments, Dimensional Fund Advisors, Financial Planning Magazine – Women Advisors Forum, and others. Mary Ann Buchanan- maryann.buchanan@riamatch.com, 434.688.3883, or riamatch.com.
Ria Match
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Founder And CeoRia Match 2010 - PresentPurcellville, Va, UsFounded M&A matching platform which provides advisory firms a strategic path to M&A, succession and growth in enterprise value. The RIA Match Platform offers low-cost self-service solutions for succession planning and growth. The platform matches advisors and firms with other financial advisors or firms who want to buy, sell, merge or join practices. Subscribers search for free and pay to connect anonymously and securely. Visit www.riamatch.comRIAMatch Enterprise Solutions are offered selectively to institutions that want a customized white-label platform to provide succession planning and growth solutions to their advisors and to maintain or grow the institution's assets under management. Email support@riamatch.com to learn more about these exclusive services.
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Vice President Of Business Development Capital One InvestingCapital One 2017 - Sep 2021Mclean, Va, UsSourced and closed M&A deals to grow AUM through nationally acquiring RIAs for United Income, Capital One’s wealth management offering.Responsible for collaborating across the enterprise to build a business development effort for United Income’s new RIA• Created strategic M&A plan and workflows to create scale and improve efficiencies resulting in rapid AUM growth.• Developed a weighted sales funnel which improved accuracy of estimating completed acquisitions for the executive team. • Built, trained, and led a business development team of 4 and exceeded expectations by increasing team prospect outreach by 250%.• Created a specific M&A Salesforce CRM enabling a consistent, scalable system to track deal outreach and success metrics.United Income, a fintech RIA, was founded in 2016, acquired by Capital One in 2019 and rebranded to Capital One Investing. United Income was initially an RIA Match Concierge Consulting client. -
PresidentBuchanan Consulting 2009 - Feb 2011Consulting services offered to financial advisors, RIAs and independent broker dealers.Developed and implemented a strategic plan for a firm's entry distributing into the RIA channel.
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Vice President National Business DevelopmentPacific West Financial Group Aug 2005 - Feb 2009Established and implemented a national recruiting program for the independent broker dealer and RIA.
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Vice PresidentVeard And Lowe Investments 1991 - 2005National business development and relationship manager for boutique real estate syndicator.
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Midwest Marketing DirectorBoston Bay Capital Company Jan 1990 - Jan 1991Boston Bay Capital was the largest sponsor of historic rehabilitation tax credit investments in the U.S. in the late 80's and early 90's.Developed and maintained relationships with broker-dealers and financial planners in 12 Mid-Western states.
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Assistant Vice PresidentJohnston Lemon & Co Jan 1986 - Jan 1989A regional brokerage firm in Washington, D.C. Developed a general securities practice using stocks, bonds, mutual funds and partnerships to meet client's investment objectives and risk tolerance.
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Account ExecutiveFolger Nolan Fleming Douglas Incorporated Jan 1983 - Jan 1986Washington, Dc, UsBuilt a general securities practice at Folger Nolan, a Washington, D.C. regional brokerage firm.
Mary Ann Buchanan Skills
Mary Ann Buchanan Education Details
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University Of MichiganEconomics
Frequently Asked Questions about Mary Ann Buchanan
What company does Mary Ann Buchanan work for?
Mary Ann Buchanan works for Ria Match
What is Mary Ann Buchanan's role at the current company?
Mary Ann Buchanan's current role is M&A Consultant serving the RIA Community | Founder, RIA Match | Leveraging Strategic Advice to Help Advisors Sell, Merge or Buy Profitably.
What is Mary Ann Buchanan's email address?
Mary Ann Buchanan's email address is ma****@****aol.com
What is Mary Ann Buchanan's direct phone number?
Mary Ann Buchanan's direct phone number is +157125*****
What schools did Mary Ann Buchanan attend?
Mary Ann Buchanan attended University Of Michigan.
What skills is Mary Ann Buchanan known for?
Mary Ann Buchanan has skills like Investments, Securities, Alternative Investments, Investment Advisory, Financial Advisory, Wealth Management, Mutual Funds, Financial Services, Series 7, Financial Planning, Finance, Investment Management.
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