Cetera Financial Group Names Daniel P. Burkott as Chief Compliance Officer for Cetera Financial Specialists and Avantax
Position
Chief Compliance Officer
Company
Cetera
BuffaloFinancial ServicesFinanceLendingConsultingDescription
Cetera Financial Group (Cetera) has named Daniel P Burkott the new Chief Compliance Officer (CCO) of Cetera's tax channel, which includes Cetera Financial Specialists (CFS), and Avantax, acquired by Cetera Holdings last year. Daniel P Burkott brings over 20 years of compliance experience and will report to Cetera Chief Risk Officer Joseph Neary.
Quick answer
Cetera Financial Group Names Daniel P. Burkott as Chief Compliance Officer for Cetera Financial Specialists and Avantax (May 29, 2024). Cetera is based in Buffalo, New York, United States.
- Who is the new Chief Compliance Officer at Cetera?
- Cetera named Daniel P. Burkott Chief Compliance Officer, announced May 29, 2024.
- What did Cetera announce on May 29, 2024?
- Cetera Financial Group (Cetera) has named Daniel P Burkott the new Chief Compliance Officer (CCO) of Cetera's tax channel, which includes Cetera Financial Specialists (CFS), and Avantax, acquired by Cetera Holdings last year. Daniel P Burkott brings over 20 years of compliance experience and will report to Cetera Chief Risk Officer Joseph Neary.
- What does Cetera do?
- Cetera is a financial advisory firm that provides wealth management and advisory services to individual and institutional clients.
- Where is Cetera based?
- Cetera is based in Buffalo, New York, United States.
- Which similar companies made leadership changes around the same time?
- Cohen & Co (June 3, 2024), The Gershman Group (April 29, 2024), BancTrust & Investment Bank (May 29, 2024) and National Asset Reconstruction Company (May 30, 2024) also announced leadership changes within 45 days of Cetera.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Corey McLaughlin Appointed as Chief Operating Officer at Cohen & Company (June 3, 2024)
- The Gershman Group Hires Karl H. Ruppert as Managing Director (April 29, 2024)
- BancTrust & Co. Investment Bank Appoints Mathew McConnell as Head of US Equity Capital Markets in New York Office (May 29, 2024)
- National Asset Reconstruction Company Appoints P Santhosh as Managing Director and Chief Executive Officer (May 30, 2024)
- Pareto Bank ASA Appoints Vegard Toverud as Chief Financial Officer (May 28, 2024)
- Freedom Bank Hires Tung Dao as Senior Vice President and Chief Credit Officer (May 30, 2024)
Who to call at Cetera, and when
A new leader at Cetera brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Cetera raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Cetera, from your own LinkedIn network
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