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Financial Advisor IQ
2 天
Dynasty Taps RayJay Exec to Lead Advisor Onboarding
Dynasty Financial Partners announced that it has hired an executive from Raymond James to oversee advisor onboarding.
2 天
Dynasty Financial recruits Raymond James exec
The 20-year veteran of Raymond James will lead wealth adviser onboarding at Dynasty Financial Partners in St. Pete.
Think Advisor
3 天
Dynasty Names Raymond James Exec to Head Advisor Transitions
Lindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and ...
WealthManagement.com
3 天
Dynasty Adds Raymond James Veteran to Lead Transitions
As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining ...
InvestmentNews
3 天
Dynasty taps Raymond James alum to lead advisor transitions
The independent platform giant's newest executive hire comes with nearly two decades of experience in advisor support, ...
3 天
With Strategic Hire, Dynasty Financial Partners Sharpens Focus on Advisor Transitions
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 ...
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