Category Archives: Business: Executives

News for Business Executives, current, trending, fresh , Press Releases about whats currently happening in the Business Place for executives.

WealthIntel Enlists Christopher Altman As Chief Scientist For Quantum And AI Development


“I’m excited to be joining the Company at such a pivotal stage. The opportunity to contribute my knowledge towards something so pioneering and truly remarkable harnessing novel advances in science and technology to transform the future of commerce is inspiring and holds great global potential.”

WealthIntel, Inc. on Tuesday announced that Christopher Altman has been named as Chief Scientist, reporting to WealthIntel Chief Executive Officer Fabrizio Boccardi. Altman joins WealthIntel in connection with its advanced development work in artificial intelligence and quantum technologies. Altman is an American physicist, quantum technologist, commercial astronaut, and a veteran of multidisciplinary “Deep Future” research institute Starlab, where his projects were featured in a Discovery Channel Special and in the Guinness Book of World Records.

Altman has pioneered initiatives at NASA Ames Research Center and Kavli Institute of Nanoscience, as Chairman for the UNISCA First Committee on Disarmament and International Security, selected as annual recipient of the RSA Award for Outstanding Achievement in Government Policy, and as part of the US Government’s fast-track QuIST program in the global race for quantum supremacy.

“Christopher shares our vision to break new ground in commerce with a system of unmatched potential comprised of a blend of high technologies that provide unparalleled access and services to the public,” Fabrizio Boccardi CEO of WealthIntel, said. “His remarkable background and specialized experience uniquely positions him to spearhead WealthIntel’s groundbreaking efforts, specifically in connection with artificial intelligence and quantum technologies for our classified system named WIT, a.k.a. W$T. He serves as an invaluable addition to our multidisciplinary international leadership team.”

Altman’s leadership contributions range from artificial intelligence and international security to quantum technology and next-generation spaceflight. He will be responsible for guiding the Company’s vision and applications involving scientific innovations germane to the confluence of commerce with next-generation technologies. Altman stated: “I’m excited to be joining the Company at such a pivotal stage. The opportunity to contribute my knowledge towards something so pioneering and truly remarkable harnessing novel advances in science and technology to transform the future of commerce is inspiring and holds great global potential.”

Altman has been recognized with several honors and awards, including the Japanese Fulbright fellowship, the US Department of Defense-Department of Energy Salishan High-Impact Computing fellowship, as graduate research fellow at Kavli Institute of Nanoscience, and as ARC Future Fellow PhD Scholar in Quantum Technology.

WealthIntel, Inc. is an American development-stage technology company that designs and develops high-tech systems, methods, and software applications for pioneering consumer products and services.

Share article on social media or email:

Express Hires Linda Marie Arredondo as First Chief Information Officer


Linda Marie Arredondo

We are excited to introduce Linda Marie to the Express family as we embark on a new decade of growth and innovation. – Express CEO Bill Stoller

Linda Marie Arredondo has joined Express Employment Professionals as its first-ever Chief Information Officer (CIO).

As CIO, Arredondo will lead Express through an IT transformation, implementing integration tools to help current systems work better together, while determining an Enterprise Architecture Strategy to modernize and transform technology delivery, system-wide.

“We are excited to add Linda Marie to the Express family as we embark on a new decade of growth and innovation,” said Express CEO Bill Stoller. “She will play an instrumental role in ensuring our data is secure, our systems are efficient and our processes are fully supported from a technical standpoint.”

With an impressive and diverse career in information technology spanning 20 years, Arredondo previously worked at the Citizen Potawatomi Nation as Director of Information Technology and CIO and the Florida Housing Finance Corporation as the Chief Technology Officer.

Most recently, Arredondo served as the Director of Research and Executive Advisor within the CIO Practice at Info-Tech Research Group, where she served as a trusted counselor to IT and business executives in diverse industries around the globe. This role offered Arredondo the opportunity to leverage her diverse IT experience and business acumen to provide innovative perspectives and solutions that alleviated the top IT challenges that impact the holistic success of the business.

A technologist first and a servant leader at heart, Arredondo’s professional expertise will allow her to utilize her knowledge to help Express further reach its goal of putting a million people to work and doing good in the communities we serve.

“By consistently demonstrating a commitment to our mission and vision statements, I’m drawn to Express and the opportunity to improve the quality of life for others through staffing, both directly and indirectly,” Arredondo said. “Within the communities I have visited, Express’ positive reputation and culture of caring are consistently demonstrated, not only through connecting people with jobs, but also through the company’s acts of social responsibility.”

Collectively, Arredondo’s experience allows her to strategically help Express identify opportunities for improvement as related to growth and connection to franchisees, client companies and associates. Her background lends itself to handling new and exciting opportunities in both staffing and franchising as the company dives into a new decade and beyond.

“Through our existing focus on proactive and diligent cybersecurity measures, we will continue to shepherd a culture of cybersecurity awareness both internally and externally with our trusted partners and various stakeholders,” Arredondo said. “By renewing our commitment to providing world-class customer service, I hope to empower the Express IT team to clear pathways to drive innovation through technology to achieve greatness.”

A graduate of St. Gregory’s University with a Bachelor of Science in Business Administration, summa cum laude, Linda Marie’s approach to education is rooted in the philosophy that lifelong learning is a valuable and meaningful endeavor. Professionally, she’s an active member of the American Indian Chamber of Commerce of Oklahoma (AICCO) and is a 2018 graduate of their Leadership Native Oklahoma program. Giving back to the community, she currently serves as secretary on the Board of Directors for The Kwek Society and treasurer on the Board of Directors for the American Indian Science and Engineering Society (AISES) Tribal Chapter – Shkodedeajek.

***

If you would like to arrange for an interview with Bill Stoller to discuss this topic, please contact Sheena Karami, Director of Corporate Communications and PR, at (405) 717-5966.

About Bill Stoller

William H. “Bill” Stoller is chairman and chief executive officer of Express Employment Professionals. Headquartered in Oklahoma City, the international staffing company has more than 825 franchises in the U.S., Canada and South Africa, and beginning in 2020 will expand to Australia and New Zealand. Since its inception, Express has put more than 8 million people to work worldwide.

About Express Employment Professionals

At Express Employment Professionals, we’re in the business of people. From job seekers to client companies, Express helps people thrive and businesses grow. Headquartered in Oklahoma City, OK, our international network of franchises offer localized staffing solutions to the communities they serve, employing 552,000 people across North America in 2019. For more information, visit http://www.ExpressPros.com.

Share article on social media or email:

Jason Drucker Joins Foureyes® as Chief Operating Officer


Jason Drucker joins Foureyes as COO

Foureyes, the sales intelligence software company, announced that veteran technology executive Jason Drucker has joined the staff as Chief Operating Officer (COO). Previously, Drucker was the Chief Revenue Officer of Zoom+ Care and President of ShiftWise where he demonstrated a consistent track record of developing and executing strategic direction to exceed the expectations of customers, employees, and investors.

In his role as COO of Foureyes, Drucker oversees all customer experience departments, including product, data science, marketing, and revenue. “Bringing compelling applications to market that deliver real value to customers is an unbelievably rewarding process,” says Drucker. “Getting to do that at Foureyes, a company that has already established its value in the marketplace, is an absolute pleasure. I look forward to helping Foureyes achieve the next stage in our continued expansion.”

Known for its patented user-level data collection technology, Foureyes recently expanded to four product modules that enable businesses to power sales success. Typically, businesses focus on driving more leads with marketing efforts. By contrast, Foureyes supports the conversion activities and the people who are ultimately responsible to make the sale. Today, Foureyes sales intelligence software runs for thousands of businesses and the customer data informs the sales and marketing decisions of major automotive manufacturers.

“What I found most compelling about Foureyes was the passion it engenders, from customers and employees alike,” Drucker says. “It’s the kind of product that the market is waiting to fall in love with.”

CEO, David Steinberg shares Drucker’s optimistic outlook. “The Foureyes team is incredibly enthusiastic about Jason, his rubric for accountability, and attention to structure. Personally, I can’t wait to work together to further grow and expand Foureyes.”

Harnessing millions of data points to create actionable insights, Foureyes improves efficiency and sales outcomes for businesses of all sizes. Businesses can learn more about Foureyes by scheduling a demo or contacting Foureyes at (971) 352-3494.

About Foureyes

Foureyes sales intelligence software helps businesses track, protect, engage, and sell better. For more information, visit https://www.foureyes.io.

Share article on social media or email:

Tecta America Announces New President of F.J.A Christiansen Roofing, Co., A Tecta America Company


“I have the utmost confidence that Don is ready for the challenge and will do a great job.” – Rob McNamara, F.J.A. Christiansen, Chairman.

Tecta America, the nation’s premier commercial roofing contractor, is proud to announce Donald Walter will assume the position of Operating Unit President of F.J.A. Christiansen Roofing Co., Inc. in Milwaukee, Wisconsin as of April 1, 2020. He became a Vice President in 2017 and has been a critical member of the management team involved with all areas of the business.

Don has approximately 14 years of roofing industry experience with F.J.A. Christiansen, along with earlier construction industry experience with a custom skylight manufacturer. Since joining Christiansen in 2007, Don has grown quickly in responsibility and has been a team leader in sales, estimating, and project management.

Earning his Bachelor of Science in Architecture from the University of Wisconsin – Milwaukee in 2000, Don has also completed a variety of Tecta training programs, including BLT and Leadership.

“I have the utmost confidence that Don is ready for the challenge and will do a great job.” – Rob McNamara, F.J.A. Christiansen, Chairman.

Don will be taking over the position from Rob McNamara, long time president of F.J.A. Christiansen Roofing. Rob will remain with Tecta as he continues to lead its vendor relations and provide additional operational assistance across the company. He also will remain with Christiansen as Chairman until December 31 and will assist Don’s transition into his new role.

“This is a win-win for Tecta. We are excited to have Don in his new role at Christiansen, and look forward to Rob’s continued contributions to Tecta in our growing national operations,” said Mark Santacrose, CEO.

Share article on social media or email:

Mindshare Announces 2020 Cohort


News Image

Mindshare, an exclusive organization designed for CEOs of the most promising high tech companies in the Washington, DC metropolitan area, announces the members of its 2020 class.

Founded in 1997 with the mission to help CEOs build long-term, sustainable companies, Mindshare connects select, handpicked CEOs from some of the area’s hottest emerging companies, ultimately creating growth opportunities, and fostering collaboration in a collegial environment.

Mindshare received more than 100 nominations for 2020, with 46 of those accepted into the final cohort.

The newest Mindshare members will complete a series of classes, taught by notable speakers, on building a business as a CEO. At the conclusion of the program, members with significant attendance and participation will graduate and join a powerful alumni network of more than 1,000 CEOs.

2020 members attended a special welcome event on February 24th at the Capital One Arena, hosted by Ted Leonsis and the Mindshare Board.

The 2020 class members are:

Yossuf Albanawi, Pilleve

Kishan Ananthram, Ionidea

Nick Beavers, Media Cybernetics

Joe Belsterling, MajorClarity

Wayne Bovier, Higher Digital

Rhonda Bray, Rhythm Management Group

Javier Castro, Gravatate

Barb Chan, Koolooks

Lloyd Clark, BlueRidge AI

Ronnie Kwesi Coleman, Meaningful Gigs

Gregory Coleman, Sworkit

Pat Condo, NTENT

Stephanie Cummings, Please Assist Me

Andrew Elliott, RoundlyX

Jamil Evans, Evans & Chambers

Shavini Fernando, OxiWear

Jon Finkelstein, EDGE Workplace

Manu Fontaine, Hushmesh

Todd Frager, Library Systems & Services

Brian Gallagher, ProtectedBy.AI

Cedric George, General Innovations

Erin Hatten, Dupont Circle Solutions

Dan Hill, Alma Philanthropy

Josh Ho, Referral Rock

Nelson Jacobsen, Altavoz Distribution & Entertainment

Piyush Jain, Simpalm/Ducknowl

Neeta Jain, Vibrent Health

Peter Kilpe, CyberWire

Christopher King, We Are Marcus

Pam Krulitz, Optify

Rob Lake, FIVE

Greg Levesque, Strider Technologies

Josh Matthews, Apkudo

Brian McMahon, Bandura Cyber

Danny Olmes, Hellen Systems

Vadim Polikov, Legends of Learning

Josh Rachford, Ideas Workshop

Steve Ressler, Callyo

Neill Sciarrone, Trinity Cyber

Taylor Stein, EngagedMD

Joe Sullivan, Aerial Applications

PJ Taei, Uscreen

Dharmesh Trivedi, DXOutcomes

John Warden, Hememics

Gabby Wong, Franconnect

Alan Worden, Community Data Platforms

The Mindshare Board’s Executive Committee includes Harry Glazer of SPROCKIT; April Young of Hercules Technology Growth Capital, Inc.; Steve Balistreri of Deloitte & Touche, LLP, and Michael Lincoln of Cooley, LLP. Mindshare is supported by a board of industry veterans who are committed to building a strong ecosystem for success.

About Mindshare

Founded in 1997, Mindshare’s mission is to help CEOs from the most promising high-tech emerging growth companies in the Greater Washington Metropolitan region build long-term, sustainable companies by providing mentorship, creating business opportunities and a sense of community, and fostering teamwork in a collegial environment. Year after year, the CEOs who graduate from Mindshare reaffirm its enduring value through continued business opportunities and lasting friendships.

Share article on social media or email:

Hobsons Announces New Chief Financial Officer


“I am honored to join a talented team who helps over 15 million students achieve academic and career goals. Hobsons is a leader in the market, and I am looking forward to contributing to its continued success.”

Hobsons, the leader in education technology, announced today the addition of Thomas Laurin to the senior leadership team as Chief Financial Officer.

In his role, Mr. Laurin will contribute to the company’s strategy and lead the company’s financial functions of Accounting, Financial Planning & Analysis and Contracting. He will report directly to Kate Cassino, Chief Executive Officer of Hobsons.

“Tom’s knowledge, experience and leadership will be a valuable addition to Hobsons’ leadership team,” said Ms. Cassino. “His expertise will contribute to Hobsons’ strong financial performance and leading position in the education technology space.”

Mr. Laurin brings 27 years of extensive experience in financial management and operations to Hobsons and joins the company from Genscape, where he was Chief Financial Officer. Prior to that, Tom served in various leadership roles at Thomson Reuters.

Mr. Laurin received his BBA in Accounting from the University of Massachusetts and his MBA from Adelphi University.

“I am honored to join a talented team who helps over 15 million students achieve academic and career goals,” added Mr. Laurin. “Hobsons is a leader in the market, and I am looking forward to contributing to its continued success.”

About Hobsons

A leader in education technology, Hobsons helps more than 15 million students to identify their strengths, explore careers, match to best-fit educational opportunities, create academic plans, and reach their education and life goals. More than 13,000 K-12 and higher education institutions partner with Hobsons and leverage our expertise and our solutions — Naviance, Intersect, and Starfish — to improve college and career readiness, college recruiting and admission, and higher education student success to support millions of students. Learn more at http://www.hobsons.com.

Share article on social media or email:

Global Data Solution Provider Syniti Names Industry and Region Veteran Jules Beck as President Europe & Africa; Clive Bellmore as Chairman


Syniti, formerly BackOffice Associates

“Under Clive’s leadership, our EUAF market has grown by three-fold. Jules’ first-hand SI experience, proven success in scaling rapid growth, and his extensive knowledge within the SAP ecosystem made him the perfect leader of choice,” says CEO Kevin Campbell.

Syniti, a global data solution provider, today announced its CEO Kevin Campbell and its Board of Directors have named industry and region veteran Jules Beck as President for its Europe & Africa (EUAF) region, succeeding Clive Bellmore who will assume the post of Chairman for Syniti EUAF. A known leader in the industry, Jules has led rapid growth of several software and services businesses, including Axon Solutions (acquired by HCL Technologies), HP Enterprise Global SAP business (merged with CSC to form DXC Technologies), and most recently ServiceNOW where he served as VP & GM, Customer Outcomes and Professional Services in EMEA.

“I am excited to welcome Jules to Syniti as we enter the second decade in EUAF. Under Clive’s leadership, our EUAF market has grown by three-fold. Jules’ first-hand SI experience, proven success in scaling rapid growth, and his extensive knowledge within the SAP ecosystem made him the perfect leader of choice,” says CEO Kevin Campbell.

Leading the charge for Syniti EUAF, Jules is accountable for all aspects of the business including customer sales and delivery, operational excellence with a focus on driving growth, market leadership along with employee, partner and customer success.

“At the heart of every business’ digital transformation is the business of data. Mastering data and data understanding in context of business has been Syniti’s single focus since its inception. I am thrilled to lead the charge and partner with our customers and partners for the new decade,” says Jules, President, Europe & Africa.

Bill Green, Chairman of the Board, said, “As a region, EUAF has been core to Syniti’s growth. The appointment of Jules as President of EUAF is an accelerator to our next generation of growth in Europe and Africa and further strengthens the global Syniti leadership team.”

A golf and rugby enthusiast, Jules and his family reside in London.

About Syniti

Syniti, formerly BackOffice Associates, was founded to solve business’ complex data challenges, bringing synergy between data and business, delivering confidence and progress along clients’ business transformation journey. Through a combination of unique data expertise, services, and intelligent software leveraging AI and ML, we help clients manage their data journey from data conversion to data quality, data archival and replication, master data management, analytics, information governance, and data strategy.

Headquartered in Boston, MA, Syniti operates in 25 countries around the globe. Syniti is a purpose-driven organization with focus on accelerating global and human progress, one data challenge at a time

SAP resells SAP Advance Data Migration and Information Steward Accelerator by BackOffice Associates, LLC, doing business as Syniti, as SAP Solution Extensions.

http://www.syniti.com

@syniti

@synitidata

Contact:

Zarina Stanford

Zarina.Stanford@syniti.com

+1 214 616 3626

Share article on social media or email:



Green Lawn Fertilizing’s Tom Knopsnyder Named Vice President of LCAP


Green Lawn Fertilizing's Tom Knopsnyder

Tom Knopsnyder at LCAP’s first quarter meeting.

To be named the Vice President of LCAP is truly an honor. I am excited to get things underway and help improve the state of lawn care throughout Pennsylvania.

Tom Knopsnyder, VP of Fleet and Assets at Green Lawn Fertilizing, was named Vice President of The Lawn Care Association of Pennsylvania (LCAP) at their annual conference on February 15th.

Tom was attending LCAPs 1st quarter meeting last week, when the topic of a new Vice President came up. Unbeknownst to Tom he had already been nominated! His nomination was announced to the entire room and before he knew it, the entire LCAP delegation had voted him in as their new VP.

Tom was incredibly surprised and thankful for this opportunity. With over 30 years of experience in the industry Tom will put his vast knowledge and expertise in the industry to good use and to help improve lawn care companies across the entire state of Pennsylvania.

“To be named the Vice President of LCAP is truly an honor. I am excited to get things underway and help improve the state of lawn care throughout Pennsylvania. Being in this industry for over 30 years has taught me many lessons and I can’t wait to get started as Vice President of LCAP.” said Tom Knopsnyder.

“I am so proud of Tom! He been an incredible executive leader at Green Lawn Fertilizing for over 13 years and he will be a true asset to our state lawn care association”, says Matt Jesson (President/Owner).

The Lawn Care Association of Pennsylvania is the voice of the lawn care industry in the Commonwealth of Pennsylvania. Their primary directive is to make certain that legislators are aware of the impact that pending legislation will have on businesses. LCAP wants to protect the interests of its members so that businesses across the state are not negatively impacted by legislation. With members spanning across the entire state, they are one of the biggest lawn care groups in Pennsylvania.

Green Lawn Fertilizing has been involved in LCAP for over twelve years. LCAP provides a space for lawn care companies from across the state to network and share ideas on how to help improve the way lawn care is done throughout the state. With Tom Knopsnyder firmly in place in the organization’s leadership, LCAP will be a strong voice for the lawn care industry in Pennsylvania for years to come.

# # #

Green Pest Solutions and Green Lawn Fertilizing is an independent lawn and pest control company that was founded in 2004. Under the leadership of Matt Jesson, President and Owner of Green Lawn Fertilizing / Green Pest Solutions, the company has grown to over 200 team members and over 100 service vehicles in its fleet. They have a mission to become the leader in the lawn and pest industry by providing superior customer service. Over the last several years, highly reputable publications have taken notice of the company succeeding in that mission. For seven of the last eight years the company received the Inc. 5000 award for being recognized as one of the 5,000 fastest growing private companies in the America. In 2018, Green Pest Solutions was named “Best of Philly Earth-Friendly Exterminator” by Philadelphia Magazine and in 2017 they were named “Best Pest Control” by Philly.com. In 2017, the company received the “Customer Service Excellence” Award by the Greater Philadelphia Chamber of Commerce. This past August the company was named as one of Philadelphia Business Journal’s Best Places to Work.

Share article on social media or email:

Blockchain Pioneer Raj Chowdhury Joins Bitrump as Executive Director


News Image

Raj has rich experience and extensive knowledge of cryptocurrency and Blockchain technology. With Bitrump gaining traction across geographies, we think that his guidance and market insight will of great value to the team.

Prominent Blockchain expert Raj Chowdhury has joined the UAE based cryptocurrency exchange Bitrump as Executive Director. The acting CEO of leading USA Software Company HashCash Consultants, he is also an investor in the crypto exchange project.

“We are very excited to have him on board. Raj has rich experience and extensive knowledge of cryptocurrency and Blockchain technology. With Bitrump gaining traction across geographies, we think that his guidance and market insight will of great value to the team.”

Said Xavier Perry, Director of Bitrump.

According to the statement issued by the crypto exchange, Raj will prioritize in guiding the company into forging formidable collaborations across the industry along with mapping a course of action for the growth of the exchange.

Raj Chowdhury is a Blockchain pioneer who actively works with regulators around the world to create scalable frameworks for businesses to flourish in the technology sphere. According to sources, he engages with the International Standards Organization and an array of industry players across verticals to enhance interoperability and collaboration.

Spearheading a multinational organization, Raj is the brain behind the successful deployment of numerous groundbreaking Blockchain and crypto projects and collaborations with more than 60 Global banks, financial organizations, and exchanges in 26 countries.

An eminent voice in the Blockchain and crypto space, Raj initiated the first-ever interbank Trade Finance and Remittance implementation of Blockchain between two of the largest global banks.

He contributes to leading publications such as Economic Times, Bloomberg, Business World, CNN Money, Business Standard and counsel industry leaders in the adoption of Blockchain technology.

About Bitrump:

Bitrump is the world’s leading digital asset trading platform based in UAE. It supports cryptocurrencies like Bitcoin, Ethereum, Litecoin, Bitcoin Cash, and Tether. Bitrump was founded by blockchain enthusiasts and the core team is from the world’s leading internet and finance companies, including the earliest adopters/professionals of cryptocurrency who boast of rich experience in R&D, global operations and services in the industry. The mission of Bitrump is to drive the world towards a better financial system.

Share article on social media or email:

Vern Coates Joins Independent Broker Dealer Recruiter Henschen & Associates as Senior Vice President of Business Development


photo of Vern Coates, Henschen & Associates

Vern Coates, SVP Business Development Henschen & Associates

“There are pivotal moments that can have a lasting impact on an advisor’s practice. Changing broker dealers is certainly one of those times and having a partner like Henschen & Associates can minimize the challenges and enhance the opportunities.”-Vern Coates

Henschen & Associates announces the appointment of Vern Coates to Senior Vice President of Business Development. Coates brings 12 years of financial services industry experience, where his primary focus has been to help financial advisors find the right independent broker dealer for their practice.

Before joining Henschen & Associates, Coates was at Berthel Fisher & Company Financial Services Inc., an industry-leading financial advisory firm headquartered in Cedar Rapids, Iowa. At Berthel Fisher, Coates held two positions for two separate broker dealers under the same parent company.

Most recently, he was Regional Director Business Development, where served as a trusted resource for over 200 financial advisors looking to increase revenue, complete succession plans, add new advisors, and have a consistent sounding board for achieving practice goals. During his tenure, he attracted high quality advisors to Berthel Fisher’s expanding mid-size independent financial services firms, and partnered with existing practices to help increase average regional revenue by more than 10% annually.

Prior to his business development role, Coates served as Recruiting Manager, where he led an experienced team of recruiters with a track record for identifying top talent in the independent broker dealer space. Over a 10-year span, Coates was ranked the #1 recruiter by revenue for 10 years covering 2 different broker dealers.

Coates has held Series 7, 24 and 66 securities licenses along with life and health insurance registrations. In addition to his Law Enforcement degree, Vern has a Business Administration degree from Coe College in Cedar Rapids, Iowa.

According to Henschen & Associates Founder Jon Henschen, “Vern is the perfect fit for Henschen & Associates. He brings an impressive record of recruiting and placing top talent in the independent broker dealer space. He and I both place heavy emphasis on building long-term relationships with the advisors we work with, so I am energized to have Vern onboard to enhance the services and opportunities we can provide to them.

On the new relationship, Coates adds, “Jon Henschen is widely respected as a thought leader in our industry and has built Henschen & Associates into a trusted partner for financial advisors. His in-depth knowledge and insight into the independent broker dealer channel is virtually unmatched, as is his attention to due diligence and the details that matter most to advisors, and I’m excited to add my own deep experience and dedication to financial advisors working alongside Jon.”

Coates continued, “There are pivotal moments that can have a lasting impact on an advisor’s practice. Changing broker dealers is certainly one of those times and having a partner like Henschen & Associates can minimize the challenges and enhance the opportunities. We want our advisors to reap the rewards of our combined expertise, 30 years of industry experience, and 60 unique broker dealer value propositions. There is no substitute for having an unbiased ally to provide unparalleled consultation during this critical time.”

Headquartered in Marine on St. Croix, Minnesota, Jon Henschen founded Henschen & Associates in 2001 with the goal of focusing on the independent broker dealer channel and working with a broad array of firms that met different needs. Today, Henschen & Associates contracts with more than 60 independent broker dealers, matching representatives with the broker dealer that best meets their profile and needs.

To learn more about Henschen & Associates, visit: http://www.henschenassoc.com

Share article on social media or email: