Tag : Merrill Lynch

Zeplyn Welcomes Former Merrill Lynch and LPL Executive Kabir Sethi to Its Board
Artificial Intelligence Finance Fintech News

Zeplyn Welcomes Former Merrill Lynch and LPL Executive Kabir Sethi to Its Board

PR Newswire
by PR Newswire0
Veteran wealth management technology executive will provide insight and guidance on product strategy, expanding market presence, and fostering strategic partnerships with leading financial institutions Zeplyn, the AI assistant for financial advisors, today announced that Kabir Sethi, former Chief Product Officer of LPL Financial and a senior technology executive at Merrill......
Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch
News

Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch

Fintech News Desk
by Fintech News Desk0
The Longo Group, managing more than $530 million in client assets, is Sanctuary’s first New Orleans/Gulf Coast partner Sanctuary Wealth, home to the next generation of elite financial advisors, has expanded its network into the New Orleans and Mississippi Gulf Coast region with the addition of its first Louisiana team, The Longo Group, to the......
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