Realta Wealth Hires Mark Helliker as New COO
Fresh off its rebranding from CoastalOne, Realta Wealth has hired Mark Helliker, a former Avantax, LPL and Schwab executive, as chief operating officer.
Source: wealthmanagement.com
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Hybrid IBD CoastalOne Rebrands to Realta
The firm also plans to broaden its appeal to a wider swath of advisors and beef up recruiting efforts.
Source: wealthmanagement.com
Docupace Adds Mike Zebrowski as Chief Operating Officer
/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is honored to welcome Mike...
Source: prnewswire.com
Docupace Names COO - socaltech.com
Los Angeles-based Docupace, a developer of cloud-based fintech software for the wealth management industry, said this morning it has named Mike Zebrowski as the company's Chief Operating Officer. Zebrowsk
Source: socaltech.com