After spending 12 years at Charles Schwab [SCHW] helping advisors build and market their practices, David Welling is joining Jacksonville, Fla.-based Black Diamond Performance Reporting as its chief solutions officer, where he will oversee sales, marketing, product management and advisor client solutions for the seven-year old company.
“I’m helping this company define who it wants to be three to five years from now and devise a plan to get there,” Welling said.
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