Mitchell will focus on service to financial adviser clients in the western U.S. and the firm’s relationships in the defined contribution channel nationally.
Mitchell brings more than 17 years business development experience in the adviser and defined contribution channels. Most recently, he served as a financial advisor consultant with Charles Schwab. Prior to Schwab, Monte was a senior relationship manager with Morley Financial Services and has worked closely with the financial adviser community and the retirement services industry for 15 years.
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