Articles tagged "Welling"
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Update on Black Diamond-Advent merger
The sales teams are staying separate but sharing training this week
July 20, 2011 at 3:07 PM
Black Diamond wins a $4-billion RIA right in Advent's backyard
Presidio execs said they appreciated Peter Hess's involvement, but passed on fellow San Francisco firm
March 17, 2011 at 2:17 PM
Black Diamond nabs a Schwab veteran as it gears up for new service approach
Fast-growing software provider is creating separate service team to transfer RIA performance history
August 3, 2010 at 2:53 AM
Black Diamond adds a Fidelity veteran to its sales team
Karen Lisowski will work from San Francisco
March 15, 2010 at 12:56 PM
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