Osaic Announces Appointment of James Benson As Founder and Kristen Kimmell As Executive Vice President Business Development
Osaic Announces Appointment of James Benson As Founder and Kristen Kimmell As Executive Vice President Business Development
03/07/24, 11:13 AM
Location
scottsdaleIndustry
finance
financial services
Position
executive vice president
chief executive officer
Osaic, one of the nation's largest providers of wealth management services, announced the addition of Cornerstone Advisors (Cornerstone) to the firm. James Benson and his team at Cornerstone, overseeing nearly $360 million in total client assets, join Osaic to enhance technology and client support. Kristen Kimmell, Executive Vice President Business Development, expressed her pleasure in welcoming James and his team to Osaic.
Company Info
Location
scottsdale, arizona, united states
Additional Info
Osaic is one of the nation's largest providers of wealth management strategies, supporting approximately 10,500 financial professionals. The company's mission is to support the strategic role that financial professionals can play in the lives of their clients. Osaic champions the enduring value of financial professionals.