sales management

• 

  New Hire Roundup: U.S. Bank Wealth Management Welcomes Mook

  By Marlene Y. Satter, AdvisorOne  |  March 6, 2013

  This week in new hires, David Mook joined U.S. Bank Wealth Management, and Sterne Agee welcomed Robert Mohs to its Chicago office.

• 

  New Hire Roundup: Beale, Kayajanian Join Security Benefit; DOL Picks New ERISA Council Members

  By Marlene Y. Satter, AdvisorOne  |  December 18, 2012

  This week in new hires, Security Benefit welcomed George Beale and Jeffrey Kayajanian, CapWealth named Phoebe Venable president and COO, and the DOL named five new ERISA Advisory Council members.

• 

  Pursuing Practice Excellence: The Industry Perspective

  By Spenser Segal, ActiFi, James J. Green, AdvisorOne  |  June 26, 2012

  In the second of a series on the findings of our breakthrough practice management study, we gauge where and how the partner firms to advisors are spending their time and dollars on practice management.

• 

  UBS Streamlines McCann’s Leadership Team

  By Janet Levaux, AdvisorOne  |  March 26, 2012

  UBS Americas trimmed a layer of management under CEO Robert McCann and increased the duties of some of wealth-management leaders, according to a memo released by McCann on Friday.

• 

  New Hire Roundup: Putnam Advances Sipple; Hewson Joins Citi Private Bank

  By Marlene Y. Satter, AdvisorOne  |  March 14, 2012

  This week in new hires, Scott Sipple moved up at Putnam Investments; Mark Hewson went to Citi Private Bank; Bradford Campbell joined Drinker Biddle; Kimberley Branch and John Forrest went to Symetra; and SNR Denton welcomed Lisa Ledbetter.

• 

  New Hire Roundup: SEC Welcomes Norberg; Fleming Joins FINRA Board

  By Marlene Y. Satter, AdvisorOne  |  January 19, 2012

  This week in new hires, Jane A. Norberg joined the SEC as deputy chief of the Whistleblower Office; Gregory J. Fleming was elected to FINRA's board of directors; Mike Anderson went to Securities America; and Dan Dorfman joined Trim Tabs Money Blog as a columnist.

• 

  New Hire Roundup: MFS Adds Geremia and Jessee; Dearing and Ryan Go to Cole Real Estate

  By Marlene Y. Satter, AdvisorOne  |  October 6, 2011

  This week in new hires, MFS Investment Management welcomed Carol Geremia and James Jessee as co-heads of global distribution and Cole Real Estate expanded its sales team with Bret Dearing and Jim Ryan.

• 

  New Hires Roundup: BlackRock Adds Taborsky; Fisher Goes to Touchstone; Harris myCFO Appoints Lee

  By Marlene Y. Satter, AdvisorOne  |  September 8, 2011

  This week in new hires, Morningstar advances Harding; Penn Mutual brings in Reynolds; Meader Chairs CFA Institute board; IPI appoints Kumar and Sutherland.