Former TD Ameritrade Exec Lands at FP Transitions

#Lifestyle Wealth


Scott Leak, former director of institutional sales at TD Ameritrade Institutional, has joined RIA consulting firm FP Transitions as a senior consultant. Leak will be working with Marcus Hagood, who leads the Equity Management Solutions team at FP Transitions.

scott-leak.jpegLeak was let go from TDAI in May after more than two decades with the firm, as part of a round of layoffs Schwab made in the wake of its acquisition and integration of the one-time rival. That round of cuts also included Vanessa Oligino, director of business performance solutions at TD Ameritrade, and Greg Menefee, director of institutional consulting and sales support and implementation at TD Ameritrade Institutional.

“At TD Ameritrade, I was a part of a solution that accelerated so many advisors in finding success transitioning to the independent advisory model,” Leak said in a statement. “Now, with FP Transitions, I want to help accelerate what I think is one of the most important trends in our industry: empowering those advisors to build enduring, transferable businesses.”

Lake Oswego, Ore.-based FP Transitions also announced the addition of Eric Godes, former president and Chief Operating Officer at Daintree Advisors, as senior vice president. Jessica Flynn, former managing director of Strategic partnerships at the Financial Planning Association, also joins as communications director.

PropellerAds

https://www.wealthmanagement.com/people/former-td-ameritrade-exec-lands-fp-transitions

To Find More Information, Go To Saubio Digital And Look Up Any Topic

Please follow and like us: Share This Post




Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.

So browse through a category and make your  preferred selection and come back here to read  more choice articles and get a few more helpful tips on ways to help your enhancement.



Detoxing Reviews

Best Body Detoxification Guides & reviews





Colon Cleanse Reviews

Best Colon Cleanse Guides & Reviews





Weight Loss Ebook Reviews

Weight loss products really work! Click here





Dating and Romance Ebook Reviews

Looking for Dating Guides? Click here





Free Traffic System - Increase Targeted Website Traffic with Free Unlimited One Way Links

As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”

Leave a Reply

Your email address will not be published.


Saubio's Guide & Tools