Tag: smartasset

[SmartAsset in Business Wire] SmartAsset names David K. Jones as Chief Financial Officer

NEW YORK–(BUSINESS WIRE)–SmartAsset, an online destination for financial information and advice and a national marketplace connecting consumers to financial advisors, announced today that Dave Jones has joined SmartAsset as Chief Financial Officer. As a key member of SmartAsset’s executive leadership team – reporting to the CEO and Co-Founder, Michael Carvin – Jones will lead the company through an exceptional growth phase and oversee all aspects of finance and accounting. Read...

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[SmartAsset in Business Wire] SmartAsset appoints Meghan Lapides as Chief People Officer

NEW YORK–(BUSINESS WIRE)–SmartAsset, an online destination for financial information and advice and a national marketplace connecting consumers to financial advisors, today announced the appointment of Meghan Lapides, SPHR, SHRM-SCP, to Chief People Officer. Joining the company’s executive leadership team and reporting to Co-Founder and CEO, Michael Carvin, Lapides will oversee and scale a fully integrated People discipline that will help drive aggressive growth and expansion. Read...

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[SmartAsset in PR Newswire] Cetera extends investor acquisition program to all affiliated financial professionals based on organic growth results

Cetera Financial Group, one of America’s largest networks of financial professionals, today announced that its investor acquisition program is expanding to all Cetera-affiliated financial professionals and that participants are eligible for reimbursement of their investment into the program. LeadEngine, which is powered by SmartAsset – the largest lead generation platform for financial professionals – is Cetera’s exclusive investor acquisition program that connects financial professionals directly with highly qualified prospects who are actively seeking a financial professional. Read...

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