Kim Merriman has almost 20 years of sales & industry experience working with advisors, RIAs and Asset Managers. Prior to her current role, Kim served as a Vice President of Business Development for Goldman Sachs Advisor Solutions. She has held several other...
Mark is a senior level sales executive with over 30 years’ experience in the financial services industry. He has extensive experience working with RIA’s, brokers, and various financial institutions. Prior to his current role, Mark served as the VP of National...
