The team will focus on sales and distribution of its services platform to broker/dealers, Registered Investment Advisors (RIAs), banks and mutual fund complexes.
“The Institutional Sales team will be dedicated to presenting our capabilities at the home office level, while our National Sales team will remain focused on selling our services through individual financial advisors,” said Tommy Thomasson, President and CEO of DailyAccess in a press release. “The addition of a professional group focused on top-down relationships will allow us to continue to grow our business at the institutional level while maintaining the personalized service that is our hallmark.”
The DailyAccess Institutional Sales team, headed by Brian Sullivan, will be based in Boston and will report to Gregg Wood, COO at DailyAccess.
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