Prime Capital Financial Appoints Felix Kwan as Leader of Wealth Management Division in Northern California
Position
Managing Director
Company
Prime Capital Financial
United StatesFinancial ServicesFinanceFintechLendingDescription
Felix Kwan joins Prime Capital Financial as the leader of its wealth management division in Northern California, bringing deep industry knowledge and a proven track record of success managing high-net-worth and ultra-high-net-worth clients.
Quick answer
Prime Capital Financial Appoints Felix Kwan as Leader of Wealth Management Division in Northern California (August 9, 2024). Prime Capital Financial is based in United States.
- Who is the new Managing Director at Prime Capital Financial?
- Prime Capital Financial named Felix Kwan Managing Director, announced August 9, 2024.
- What did Prime Capital Financial announce on August 9, 2024?
- Felix Kwan joins Prime Capital Financial as the leader of its wealth management division in Northern California, bringing deep industry knowledge and a proven track record of success managing high-net-worth and ultra-high-net-worth clients.
- What does Prime Capital Financial do?
- Prime Capital Financial is a financial services company based in Northern California, with a focus on wealth management and tailored financial solutions for clients, particularly in the tech and healthcare industry.
- Where is Prime Capital Financial based?
- Prime Capital Financial is based in United States.
- Which similar companies made leadership changes around the same time?
- Truist (August 8, 2024), R&T Deposit Solutions (August 8, 2024), Triumph Financial (August 8, 2024) and H&R Block (August 8, 2024) also announced leadership changes within 45 days of Prime Capital Financial.
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.
- Truist Financial Corporation Appoints Steve Hagerman as Chief Information Officer (August 8, 2024)
- R&T Deposit Solutions Appoints Michelle Barone as Chief Revenue Officer and Joe Carroll as Chief Operating Officer (August 8, 2024)
- Dallas’ Triumph Financial Appoints Mitchell Lee as Chief Risk and Compliance Officer (August 8, 2024)
- H&R Block Appoints Tiffany Mason as Chief Financial Officer (August 8, 2024)
- M&T Bank Appoints Lopa Kolluri as Head of Affordable Housing Lending (August 12, 2024)
- Zeal Credit Union Appoints Chris Leitch as Chief Financial Officer (August 12, 2024)
Who to call at Prime Capital Financial, and when
A new leader at Prime Capital Financial brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Prime Capital Financial raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Prime Capital Financial, from your own LinkedIn network
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Fundz sees it the moment Prime Capital Financial changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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