Financial Professional Donna Bogan was looking for industry-leading financial planning platforms that would allow her to better serve her clients. We’re grateful she found the resources she was looking for in MarketShare Financial and Osaic! Please join us in welcoming Donna to #TeamOsaic! With transition support tailored to your preferences, goals, and book of business, our goal is to minimize the impact on your clients, your revenue, and your staff so your business doesn’t skip a beat. Learn more: https://ow.ly/98Nm50SgZSy
Congrats Donna!
Welcome, Donna!
Congratulations, Donna! Great home to be!
Business Development Manager, Recruiting - Financial Institutions - Searching for motivated and successful Financial Advisors throughout the country!
3wCongratulations and welcome to the team! #TeamOsaic