06.10.24
Cetera Builds Insurance Planning Muscle
by: Leo Almazora
Cetera Financial Group has appointed Jerry Patterson as the head of its advanced wealth solutions division. As the leader to both the insurance group and the workplace and retirement solutions group, he’ll take on a host of duties, including the design, development and management of insurance and retirement income products tailored to meet the evolving needs of clients. Additionally, he will provide strategic direction for distribution strategies, with a focus on market expansion and strengthening distribution partnerships. Before joining Cetera, Patterson was president of Fidelity Investments’ life insurance arm.
Read the full article on InvestmentNews