Company
Sheaff Brock Investment Advisors
Description
Tom Kaiser, CFA, CPA, Research Analyst & Portfolio Manager at Sheaff Brock, was elected as the President of the CFA (Chartered Financial Analyst) Society of Indianapolis to a 2-year term which began in July 2024. Tom was previously the Treasurer of the organization.
Executive Insights
Based on hiring dataNew 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
New executives typically review existing vendors within 6 months