Osaic Announces Appointment of James Benson as Founder and Kristen Kimmell as Executive Vice President Business Development
Position
Vice President of Business Development
Company
OSAIC
ScottsdaleFinancial ServicesFinanceFintechLendingBankingDescription
Osaic, one of the nation's largest providers of wealth management services, announced the addition of Cornerstone Advisors (Cornerstone) to the firm. James Benson and his team at Cornerstone, overseeing nearly $360 million in total client assets, join Osaic to enhance technology and client support. Kristen Kimmell, Executive Vice President Business Development, expressed her pleasure in welcoming James and his team to Osaic.
Quick answer
Osaic Announces Appointment of James Benson as Founder and Kristen Kimmell as Executive Vice President Business Development (March 7, 2024). OSAIC is based in Scottsdale, Arizona, United States.
- Who is the new Vice President of Business Development at OSAIC?
- OSAIC named Kristen Kimmell Vice President of Business Development, announced March 7, 2024.
- What did OSAIC announce on March 7, 2024?
- Osaic, one of the nation's largest providers of wealth management services, announced the addition of Cornerstone Advisors (Cornerstone) to the firm. James Benson and his team at Cornerstone, overseeing nearly $360 million in total client assets, join Osaic to enhance technology and client support.
- What does OSAIC do?
- Osaic, Inc. ("Osaic"), a portfolio company of Reverence Capital Partners, is one of the nation's largest providers of wealth management solutions, supporting over 10,500 financial professionals.
- Where is OSAIC based?
- OSAIC is based in Scottsdale, Arizona, United States.
- Which similar companies made leadership changes around the same time?
- BNP Paribas (March 7, 2024), Hancock Whitney (March 7, 2024), Green Dot (March 6, 2024) and Access Bank Plc (March 4, 2024) also announced leadership changes within 45 days of OSAIC.
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.
- BNP Paribas Appoints Dorothée Regazzoni as Head of Territory for South Korea and CEO of Seoul Branch (March 7, 2024)
- Hancock Whitney Appoints D. Shane Loper as President (March 7, 2024)
- Green Dot Appoints Melissa Douros as Chief Product Officer (March 6, 2024)
- Access Holding Co. of Nigeria Appoints Bolaji Agbede as Acting Group CEO (March 4, 2024)
- Bandhan Bank Appoints Rajinder Kumar Babbar as Executive Director & Chief Business Officer, Rajeev Mantri as CFO, and Santosh Nair as Head of Consumer Lending and Mortgages (March 12, 2024)
- Truist Hires Cameron Parks to Head Infrastructure and Government Banking (March 2, 2024)
Who to call at OSAIC, and when
A new leader at OSAIC brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day OSAIC raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at OSAIC, from your own LinkedIn network
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