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Sheaff Brock Adds Emily Begeman and Matthew Potter As Portfolio Consultants
RECENTLY ACQUIREDJun 19, 2024•almost 2 years ago
Company
Sheaff Brock Investment Advisors
IndianapolisAngel InvestmentDescription
Sheaff Brock recently added two new portfolio consultants, Emily Begeman and Matthew Potter, to its client solutions team. Both Emily and Matthew will help Sheaff Brock clients achieve their financial goals through building long-term relationships and educating them on portfolio performance.
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