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Fidelity Institutional bags Pershing's RIA sales chief and gives him a lesser title

The prize is Tom Valverde who Pershing replaces with Ben Harrison

Author Lisa Shidler April 17, 2014 at 3:20 PM
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Tom Valverde's hire is part of Fidelity's new 'geographical' sales strategy.

RIA Custodians


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Pershing restores Ben Harrison as sole heir to Mark Tibergien -- for now -- but solo tenure may be temporary, with other top talent in the wings

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January 19, 2023 at 3:31 AM

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See more related moves

Mentioned in this article:

Fidelity
Asset Manager for RIAs
Top Executive: Sanjiv Mirchandani

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

Finetooth Consulting
Consulting Firm
Top Executive: Ryan Shanks

FA Match
Consulting Firm, Specialized Breakaway Service, Recruiter
Top Executive: Ryan Shanks




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