People Moves

US Financial Planning Tech Firm Makes Senior Appointment

Devina Shah London July 22, 2010

US Financial Planning Tech Firm Makes Senior Appointment

LifeYield Advisor Solutions Group, part of the Boston, Massachussets-based technology services group LifeYield, has appointed Mike Mason as a vice president with its advisor solutions team.

In his new role he will consult with the advisory team on LifeYield ROI, a product designed to give households tax-efficient financial planning.

Mason has worked with financial advisors in providing products, technology, and transaction-based services for ten years, most recently at FundQuest, an asset management technology company. He will report to Tom Prior and Jack Sharry, both executive vice presidents and the heads of sales and strategic development respectively.

“We will be training and supporting hundreds of financial advisors over the next few months and we wanted to ensure we deliver better results and a more complete service to financial advisors and their clients," said Mark Hoffman, chief executive officer and founder of LifeYield.

LifeYield is a firm that develops retirement income solutions for for financial advisors and their clients.

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