The longtime executive will lead Citigroup's wealth management unit; Lindsay Hans and Eric Schimpf will co-lead Merrill Lynch Wealth Management, reporting to Bank of America's CEO.
Ray Sclafani of ClientWise discusses the key areas that employee advisors and independent business owners can impact to influence sustainable growth, enhance client relationships, and ultimately build “exit” value.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as EmailAddress
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
