TD Ameritrade Institutional Hires Jim Dario Away From Pershing Advisor Solutions, Where He Led RIA Business Development And Advisor Recruiting

Tuesday, September 04, 2012 11:45
edit
TD Ameritrade Institutional Hires Jim Dario Away From Pershing Advisor Solutions, Where He Led RIA Business Development And Advisor Recruiting

Jim Dario has been named the new managing director of product management for TD Ameritrade Institutional, where he will lead the strategy for product development and enhancements across core advisor offerings including technology, practice management and wealth management solutions.

This Website Is For Financial Professionals Only


 

Dario will oversee new product introductions and the delivery of key solutions including technology integrations, business development tools and investment management products to support  more than 4,000 independent registered investment advisors (RIAs) who custody with TDAI, according to a press release.

 

Before joining TDAI, Dario was managing director of business development & relationship management at Pershing Advisor Solutions, responsible for leading the vision and delivery of advisor recruiting and business development programs to assist RIAs in growing their businesses.

 

Previously, Dario served as the executive vice president of relationship management at Fidelity Institutional Wealth Services, leading service and relationship management teams focused on helping RIAs achieve their business goals using marketing, workflow, and technology solutions.

 

 

 

Comments (0)

Write comment

You must be logged in to post a comment. Please register if you do not have an account yet.

busy