More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Dynamic IT Executive with more than 15 years’ experience leading teams and C-level management through process improvement and organizational development initiatives in well-established and growing firms. Visionary leader and expert in all facets of technology strategic planning, resource management, analysis, documentation, development, and deployment across the breadth of enterprises. Pioneering Project and Program Manager with experience managing multimillion dollar engagements for noteworthy, multinational companies. Adept at communicating complex technical terms to non-technical individuals. Insightful communicator with exceptional interpersonal skills, capable of establishing lucrative and significant relationships with clients, peers, and superiors.
February 18
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For the past twenty-plus years, Tony Wicke has held numerous leadership roles in the mortgage and banking sectors. He is currently the Executive Vice President of Retail Lending for Land Home Financial Services, Inc., a privately held Independent Mortgage Banker founded in 1988. In his role, Tony oversees all facets of Retail Lending for the company. He is passionate in the pursuit of simplifying the mortgage experience for Land Home’s customers and enjoys making what is often the largest purchase of a customer’s life, less daunting. When not in the process of transforming the direction of LHF, you will often find him with his family somewhere outdoors whether that is on the ice rink, at the lake or going down the mountain.
February 18
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Three years after leaving the Broker Protocol, the firm continues to selectively hire.
February 18
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Chris Bozek is managing director and head of working capital solutions at Santander Bank.
February 18
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The quintet is the latest to join the bank’s unit catering to wealthy clients.
February 18
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Scott Thompson is the CEO of Tuition.io, a student loan repayment benefit company.
February 18
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Susan Krause Bell is managing director at Promontory Financial Group. She is a former Senior Deputy Comptroller for Bank Supervisory Policy at the Office of the Comptroller of the Currency.
February 18
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The nearly $4.5 billion deal is another case of consolidation in the industry, as firms grapple with falling fees and the rising challenge from managers of index-tracking funds.
February 18
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Pre-retirees may consider funding a Roth account to take advantage of tax-free compounding and tax-exempt withdrawals in retirement, an expert writes.
February 14
