FUNDRAISING NEWS | October 08, 2024
Tags: Personnel, Financial Advisor Move
Independent wealth management platform Realta Wealth has appointed Paul Tyler as senior vice president and director of business development, according to an October 7 press release.
Tyler joins from Ameriprise Financial Services, where he most recently served as regional director specializing in experienced advisor recruiting. He will report directly to CEO Kevin Keefe in driving recruitment for seasoned financial professionals from large competitor firms, as well as overseeing the creation of a recruitment pipeline down to onboarding in home offices.
As of January, Realta Wealth, formerly CoastalOne, has over 160 financial advisors servicing approximately $3.3B in client assets.
View the press release here: https://www.prnewswire.com/news-releases/realta-wealth-names-paul-tyler-as-senior-vice-president-director-of-business-development-302268639.html
Written By: Dakota
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