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Communify Fincentric Appoints Jennie Wang As Chief Client Solutions Officer; Citi Wealth Appoints Kate Moore As Chief Investment Officer

Jan 06, 20257 months ago

Position

Advisor

Company

RBC Wealth Management

Bart Schulte
United StatesFinancial Services

Description

The hiring events include the appointment of Jennie Wang as chief client solutions officer at CommunifyFincentric, and Kate Moore as chief investment officer at Citi Wealth. Additionally, there are several other hiring and appointment events at different financial institutions, wealth management firms, and investment companies.

Company Information

Company

RBC Wealth Management

Location

United States

About

RBC Wealth Management is a well-established financial firm specializing in wealth management services. With a strong presence in the US West Coast, the company oversees multiple branch offices and a substantial number of employees.

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Executive Insights

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New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
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