Edelman expansion slows; back office 'overwhelmed'
$5.5 billion RIA pours money into top-line Microsoft CRM
Author Matthew Robinson October 21, 2010 at 4:29 AM
0 Comments
Related Moves
John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months
The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown
July 11, 2019 at 4:26 AM
Mentioned in this article:
Firstgroup Recruiting Solutions, LLC
Recruiter
Top Executive: Frederic St Laurent Jr