Sample Client Firms & Positions

Sample Client Firms & Positions

The TPI team has deep experience in conducting senior and executive level search assignments for a variety of clients ranging from start-ups to the Fortune 500.

On behalf of these clients, the TPI team has successfully completed searches spanning the full spectrum of functional disciplines. A sampling of these completed searches includes such diverse assignments as:

  • Chief Operations Officer
  • Manager Chief Compliance Officer
  • Vice President – Operations
  • Vice President Sales and Public Relations
  • Vice President Business Development
  • Vice President Marketing Communications
  • District Sales Director
  • Chief Operating Officer/COO
  • President
  • CFO/Controller
Additional assignments would include:

  • General Counsel
  • Chief Marketing Officer
  • Regional Sales Director
  • Wholesaler
  • Securities/Estate Planning Attorney
  • Financial Consultant/Advisor
  • COO/Operations Manager
  • CCO/Compliance Officer
  • Chief Lending/Loan Officer
  • Branch Manager
  • National Recruiting Manager
  • Recruiter/Business Development
  • Portfolio Manager
  • Relationship Manager
  • Trust Officer
  • Registered Representative
Sample Client Companies include:

  • Advisor Group
  • Cambridge Investment Research
  • Transamerica Financial Advisors
  • Securities Service Network
  • Hanson McClain
  • Lincoln Financial Advisors
  • World Group Securities
  • 1st Global Securities
  • NFP Securities