Cetera Financial has hired Patrick Jancsy as its new head of advisory business consulting, the company announced Tuesday.
He joins Cetera from Citizens Bank, where he served as the senior vice president and director of advisors in the bank’s private wealth management division since 2016. Prior to that he spent 27 years at Fidelity Investments.
In his new role, Jancsy now reports to the Head of Wealth Management Tim Stinson. He oversees three teams including the Advisory Consulting Group, the Advanced Planning Group and Wealth Management Technology and Training.
Want The Daily Brief delivered directly to your inbox? Sign up for WealthManagement.com's Morning Memo newsletter.
0 comments
Hide comments