The 20-year veteran of Raymond James will lead wealth adviser onboarding at Dynasty Financial Partners in St. Pete.
Dynasty Financial Partners today announced that Lindsey Strawhecker has joined the firm as Director of Transitions. With nearly two decades of experience in financial operations and advisor onboarding ...
As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining ...
Lindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and ...
The independent platform giant's newest executive hire comes with nearly two decades of experience in advisor support, ...
Dynasty Financial Partners announced that it has hired an executive from Raymond James to oversee advisor onboarding.
Mark Sullivan manages $800 million in client assets and is joining Procyon, while St. Petersburg, Fla.-based advisor Mary ...
The mogul’s heir Linda, husband Ross Kemper and their socialite-influencer daughter have all the trappings of a successful ...
Procyon Partners has announced the appointment of Mark Sullivan as Senior Vice President and Senior Private Wealth Advisor, a ...
The British billionaire Reuben Brothers are at succession-planning age, and the next generation seeks success in the U.S.
Liverpool’s owners, Fenway Sports Group (FSG), have addressed recent speculation linking Elon Musk to a potential takeover of ...