Who's Moving Where In Wealth Management? - Wells Fargo, Arsenal, Others

Editorial Staff

14 July 2020

Wells Fargo, Abbot Downing
has made four hires: Meredith Crouse as senior vice president, chief people officer, Doug Wood as senior vice president, customer success and operations, Gilad Sade as vice president, engineering development, and John Considine as vice president, solutions architect.

As chief people officer, Crouse will lead the company’s human resources strategy and functions, including talent acquisition, talent management, learning and development, employee relations, organizational design, HR systems, and total rewards. Crouse brings over 20 years of HR experience.

Wood will be responsible for improving the Advisor360° client experience, heading up a team that supports internal and client-facing operations and infrastructure. Prior to joining Advisor360°, Wood served as product director at Lucent Technologies, he was a founding VP at Pirus Networks (acquired by Sun Microsystems) and an SVP/co-GM at EMC Corporation.

Sade will lead Advisor360°’s engineering development team and report to chief technology officer, Jed Maczuba. Prior to joining Advisor360°, Sade had various roles at Hewlett Packard Enterprise, where he was most recently VP of engineering.

Considine will be responsible for driving architecture and innovation to advance the Advisor360° platform. Previously, he was GM of Cloud Infrastructure Services at IBM, chief technology officer at Verizon Terremark, founder and CEO of the enterprise cloud computing startup CloudSwitch, and director of engineering at Sun Microsystems.

Advisor360º was founded in April 2019 as a wholly independent spin-out of Commonwealth Financial Network, the US independent broker-dealer.

Kilpratric Townsend & Stockton
, based in the Washington DC and Baltimore area, has appointed Andrew Hahn, CFP® as a vice president and financial advisor.

Hahn is another former wirehouse figure to have joined the firm. He has spent nearly 19 years assisting clients in pursuing their financial goals. Before this role, Hahn was at Merrill Lynch Wealth Management, where he spent 13 years, and before that, at UBS Wealth Management.

Before entering the wealth advisory space, Hahn started and ran several businesses in printing, publishing and IT.