06.10.2010 14:11:00
|
Curian Capital Announces Sales Team Expansion
Curian Capital, LLC (www.Curian.com), a registered investment advisor that provides an innovative fee-based wealth management platform to financial professionals, today announced that it has expanded its sales team with the addition of four new territories and six new external regional business consultants (ERBCs). Additionally, Curian has promoted Tim Parkinson to divisional vice president for the firm’s Western region.
Curian’s new territories are Wisconsin/Northeast Iowa, Northeast Pennsylvania, South Florida, and Arkansas/Mississippi/Alabama. The firm’s new external regional business consultants are:
- Michael Cole (North and South Carolina): Mr. Cole joins Curian from MetLife, where he earned the prestigious Wholesaler of the Year award in 2009.
- Chris Cullen (Northeast Pennsylvania): Mr. Cullen was a top-five wholesaler with John Hancock during his six-year tenure with the company.
- Michael Gordon (South Florida): Mr. Gordon has wholesaled annuities and mutual funds for eight years, including positions with Hartford and Genworth.
- Pat Malloy (Georgia): Mr. Malloy joins Curian from AXA and has 10 years of experience wholesaling mutual funds and variable annuities.
- Sara Paulson (Wisconsin and Northeast Iowa): Ms. Paulson has more than 20 years of experience as a wholesaler in the independent advisor channel, most recently with Frank Russell Investments.
- Sean Withrow (Arkansas, Mississippi and Alabama): Mr. Withrow spent three years with Curian in the firm’s Corporate Development and National Accounts groups prior to his promotion to ERBC.
As divisional vice president for Curian’s Western region, Mr. Parkinson will supervise, train and establish sales goals for a team of 17 external regional business consultants. He will be based at the firm’s headquarters in Denver. Formerly Curian’s ERBC for Colorado, Mr. Parkinson has more than 22 years of experience in the financial services industry, initially working as a financial advisor with Prudential Financial. He started his wholesaling career in 1990 with Fortis, moved to Bear Stearns in 1998, and worked for the WM Group in wirehouse and independent fund distribution prior to joining Curian in 2007. He earned a bachelor’s degree from the University of Utah.
The territory expansion will support Curian’s continued growth and allow the firm to build on its recent sales success. Curian achieved company records in all major sales categories for the past four consecutive quarters, including record deposits of $1 billion during the first half of 2010. As of June 30, 2010, Curian's assets under management were nearly $4.2 billion, up from nearly $3.6 billion at the end of 2009.
"The expansion will allow us to establish a stronger presence in the new territories, while providing more one-on-one support for our advisor partners,” said Greg Verfaillie, senior vice president and national sales manager for Curian Capital. "As we continue to enhance our product and platform solutions, the expertise and dedication of our sales force will be critical to the firm’s success. With six highly qualified new sales professionals, and one of Curian’s most respected associates heading up our Western region, I am confident we have the talent in place to capitalize on the momentum we have established.”
Curian Capital is the fastest growing third-party managed account vendor in the industry, according to Cerulli Associates.1 For more information about Curian, registered investment advisors, broker-dealers and financial institutions can visit www.curian.com or contact the Curian Sales Desk at (877) 847-4192.
About Curian Capital
Curian Capital, LLC (www.curian.com) is a registered investment advisor providing innovative fee-based separately managed accounts to financial professionals through a state-of-the-art technology platform. The company has nearly $4.2 billion in assets under management as of 6/30/10, and is the fastest growing third-party managed account vendor in the industry.1
Curian Capital is an indirect subsidiary of Prudential plc (NYSE: PUK), a company incorporated and with its principal place of business in the United Kingdom. Prudential plc and its affiliated companies constitute one of the world's leading financial service groups. It provides insurance and financial services directly and through its subsidiaries and affiliates throughout the world. It has been in existence for more than 160 years and had more than $463 billion in assets under management as of 6/30/10. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America.
1. Cerulli Associates, Advisory TPV Leaderboard: 2Q 2010, September 2010.
Wenn Sie mehr über das Thema Aktien erfahren wollen, finden Sie in unserem Ratgeber viele interessante Artikel dazu!
Jetzt informieren!