We’re On The Scene At FSI OneVoice With Quick Insights From Independent Wealth Management Industry Leaders
At this year’s FSI OneVoice in Palm Desert, California, I’m speaking with industry leaders about why they are attending the Financial Services Institute’s annual conference and what they aim to get out of it. We will post more videos here throughout the conference. Click the links below to watch these quick and insightful video interviews live from OneVoice.
Kristen Kimmell, Executive Vice President Business Development, Advisor Group
Kristen Kimmell provides executive oversight at Advisor Group of internal and external recruiters, the Wealth Management platform, the Sales Enablement function, Transitions & Onboarding, Corporate Communications, Brand & Digital Marketing, and third-party recruiter relationships. She has more than 25 years of experience in the industry.
Ben Harrison, Managing Director, Head Of Wealth Solutions, BNY Mellon | Pershing
Ben Harrison is a member of the Executive Committee for BNY Mellon | Pershing. As head of the firm’s Wealth Solutions segment, he oversees work with broker-dealers, RIAs and trust companies. Prior to this role, Ben led BNY Mellon | Pershing’s RIA custody business as well as business development and relationship management for the advisory marketplace.
Libet Anderson, President, Concourse Financial Group Securities
Libet Anderson has approximately 30 years of industry experience. She previously served as President of ProEquities. Before that, she was Director at Edward Jones, where she led the rollout of the firm’s first advisor-directed, fee-based program. She also served as CEO of Sterne Agee Asset Management, leading the firm’s marketing and sales functions.
Patrick Farrell, President And Chief Operating Officer, Sound Income Group
Patrick Farrell is a 35-year veteran of the financial services industry, with over 12 of those years working as CEO of Investacorp, a national independent broker-dealer and RIA. He has also obtained the Series 7, 24, 27, 66, and Life, Health, and Variable Insurance (2-15) licenses. In addition, he is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS).
Alex David, President And CEO, Stifel Independent Advisors
Alex David joined Stifel after spending nearly 13 years at Wells Fargo Advisors, where he was Head of Branch Development and Marketing for the firm’s independent brokerage arm, FiNet. There he guided business development and market strategy. Alex David also is incoming Chairman Emeritus for the Association of African American Financial Advisors (AAAA).
Christian Nwasike, Chairman Of The Board Of Directors, Association Of African American Financial Advisors (AAAA)
Christian Nwasike is Chairman of the Board of AAAA, a non-profit membership organization for African American financial advisors and affiliated professionals, and Principal at Practice Management Consultants, which drives diversity-led growth through supplemental professional developmental coaching and training, community advocacy and corporate event consulting.
Chris Latham, Deputy Managing Editor at Wealth Solutions Report, can be reached at firstname.lastname@example.org