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Rating:An RIA Specialist Changes TAMPs Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, May 08, 2014

An RIA Specialist Changes TAMPs

Reported by Tommy Fernandez

Consider this yet another sign that expertise in RIA sales is golden.

Joel Marcus, formerly an RIA specialist at Genworth Financial Wealth Management, has joined Sowell Management Services as a senior vice president, national sales manager.

Marcus has over ten years experience handling sales, consultative services and relationship management in the RIA space. Before working at Genworth, he was vice president for institutional wealth services at Fidelity Investments; managing director of sales and marketing at Advisor Partners and a key account manager, strategic accounts group at Schwab Institutional. 

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