People Moves
Who's Moving Where In Wealth Management? - Thrivent
The latest senior moves in the North American wealth management sector.
Thrivent Advisor Network
Thrivent
Advisor Network, the financial advisor platform, has
appointed Don Williams, who has 20 years of experience in the
sector. He has been named a relationship manager.
Williams was most recently a senior business consultant at LPL Financial, where he worked with about 100 advisors in the western US who collectively advise on almost $7 billion in client assets. He built the Kingdom Advisors community.
Earlier this year, David Belotte, who had been with Rockefeller Capital Management, was hired by TAN as chief compliance officer. Prior to that he served as the CCO role ACG Wealth and Triad Hybrid Solutions, both in the Atlanta area. Other recent additions to the Thrivent Advisor Network include two veterans from Thrivent Financial - Steven Klein as a TAN business consultant and operations specialist Jodi Goetsch. Also new to TAN is Susie Wuollett, as onboarding and transition consultant.
