03/25/2020
He previously served as Southwest regional manager overseeing 825 advisors in southern California, Hawaii, Arizona, New Mexico and Colorado, and for a time ran the Orange County complex.
03/20/2020
He will work with the firm's research team to expand client services in macro strategy, asset allocation, FX strategy, and financial planning, the post said.
03/19/2020
Before that, he worked for Deutsche Bank in senior positions in the field of private and business customer management, from 2011 to 2015 as spokesman for the board of Deutsche Bank Privat- und Geschäftskunden AG.