Ameriprise Financial Names Brian Mora Senior Vice President of Experienced Advisor Recruiting
Ameriprise Financial (NYSE: AMP) has appointed Brian Mora as Senior Vice President of Experienced Advisor Recruiting. With over 20 years at Ameriprise, Mora will lead a nationwide team focused on recruiting experienced advisors to the firm. He will report to Pat O'Connell, President and Executive VP of the Ameriprise Branch & Institutions Groups.
Mora previously served as regional vice president in the central region of the firm's branch channel. He holds various professional designations including CFP, CRPC, and AWMA, along with a BS in Finance and Management from Montclair State University.
The company has demonstrated strong recruiting success, attracting over 400 advisors in 2023 and approximately 1,700 advisors in the past 5 years.
Ameriprise Financial (NYSE: AMP) ha nominato Brian Mora come Vice Presidente Senior per il Recruiting di Advisor Esperti. Con oltre 20 anni in Ameriprise, Mora guiderà un team nazionale focalizzato sul reclutamento di advisor esperti per l'azienda. Riporterà a Pat O'Connell, Presidente e Vice Presidente Esecutivo dei Gruppi Ameriprise per Filiali e Istituzioni.
Mora ha precedentemente ricoperto il ruolo di vicepresidente regionale nella regione centrale del canale delle filiali dell'azienda. Possiede varie qualifiche professionali tra cui CFP, CRPC e AWMA, oltre a una laurea in Finanza e Management conseguita presso la Montclair State University.
L'azienda ha dimostrato un forte successo nel reclutamento, attirando oltre 400 advisor nel 2023 e circa 1.700 advisor negli ultimi 5 anni.
Ameriprise Financial (NYSE: AMP) ha designado a Brian Mora como Vicepresidente Senior de Reclutamiento de Asesores Experimentados. Con más de 20 años en Ameriprise, Mora liderará un equipo a nivel nacional centrado en reclutar asesores experimentados para la firma. Reportará a Pat O'Connell, Presidente y Vicepresidente Ejecutivo de los Grupos de Filiales e Instituciones de Ameriprise.
Mora anteriormente se desempeñó como vicepresidente regional en la región central del canal de sucursales de la firma. Posee varias certificaciones profesionales, incluyendo CFP, CRPC y AWMA, junto con una licenciatura en Finanzas y Gestión de la Universidad de Montclair State.
La empresa ha demostrado un fuerte éxito en el reclutamiento, atrayendo más de 400 asesores en 2023 y aproximadamente 1,700 asesores en los últimos 5 años.
아메리프라이스 파이낸셜 (NYSE: AMP)가 브라이언 모라를 경력 있는 자문가 모집의 선임 부사장으로 임명했습니다. 아메리프라이스에서 20년 이상의 경력을 가진 모라는 회사를 위해 경력 있는 자문가를 모집하는 데 중점을 두는 전국 팀을 이끌게 됩니다. 그는 아메리프라이스의 지점 및 기관 그룹의 회장 겸 상무이사인 팻 오코넬에게 보고합니다.
모라는 이전에 회사의 지점 채널에서 중앙 지역의 지역 부사장으로 근무한 바 있습니다. 그는 CFP, CRPC, AWMA 등 여러 전문 자격증을 보유하고 있으며, 몬트클레어 주립대학교에서 금융과 경영학 학사 학위를 취득했습니다.
회사는 2023년에 400명 이상의 자문가를 유치하고 최근 5년 동안 약 1,700명의 자문가를 끌어모으며 강력한 모집 성공을 보여주었습니다.
Ameriprise Financial (NYSE: AMP) a nommé Brian Mora au poste de Vice-Président Senior du Recrutement d'Advisors Expérimentés. Avec plus de 20 ans d'expérience chez Ameriprise, Mora dirigera une équipe nationale axée sur le recrutement d'advisors expérimentés pour l'entreprise. Il rendra compte à Pat O'Connell, Président et Vice-Président Exécutif des Groupes de Filiales et d'Institutions d'Ameriprise.
Mora a précédemment occupé le poste de Vice-Président Régional dans la région centrale du canal des filiales de l'entreprise. Il possède diverses qualifications professionnelles, y compris CFP, CRPC et AWMA, ainsi qu'une licence en Finance et Management de l'Université de Montclair State.
L'entreprise a démontré un fort succès en matière de recrutement, attirant plus de 400 advisors en 2023 et environ 1 700 advisors au cours des 5 dernières années.
Ameriprise Financial (NYSE: AMP) hat Brian Mora zum Senior Vice President für die Rekrutierung erfahrener Berater ernannt. Mit über 20 Jahren bei Ameriprise wird Mora ein landesweites Team leiten, das sich auf die Rekrutierung erfahrener Berater für die Firma konzentriert. Er wird an Pat O'Connell, Präsident und Executive VP der Ameriprise-Filialen und Institutionen, berichten.
Zuvor war Mora Regional Vice President in der zentralen Region des Filialkanals des Unternehmens. Er besitzt verschiedene professionelle Qualifikationen, darunter CFP, CRPC und AWMA, sowie einen Bachelor-Abschluss in Finanzen und Management von der Montclair State University.
Das Unternehmen hat einen starken Rekrutierungserfolg gezeigt, indem es im Jahr 2023 über 400 Berater gewonnen hat und in den letzten 5 Jahren insgesamt ungefähr 1.700 Berater eingestellt hat.
- Strong advisor recruitment with 400+ advisors joining in 2023
- Successful track record of attracting 1,700 advisors over 5 years
- None.
“Brian brings an impressive track record of driving results and a genuine passion for advisor recruiting to this role,” said Pat O’Connell, President and Executive Vice President of the Ameriprise Branch & Institutions Groups. “Brian is well positioned to build on the firm’s recruiting success as he’s held a variety of leadership positions across our branch and independent channels – all of which will serve him and his new team well as they continue to attract top advisor talent to Ameriprise.”
“I’m honored to step into this role and bring our firm’s unmatched value to even more top advisors across the industry,” said Mora. “Ameriprise surrounds our advisors with the resources and support they need to deliver an outstanding client experience, stand out from the competition and achieve their growth goals. It’s a compelling value proposition backed by a firm with a 130-year track record of integrity and success.”
Mora holds a Bachelor of Science in Finance and Management from Montclair State University and a variety of professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Accredited Wealth Management Advisor (AWMA).
Ameriprise has continued to attract experienced, productive financial advisors, with more than 400 advisors moving their practices to Ameriprise in 2023 and approximately 1,700 joining the firm in the last 5 years.1 To find out why experienced financial advisors are joining Ameriprise, visit ameriprise.com/why.
About the Ameriprise Ultimate Advisor Partnership
The Ameriprise Ultimate Advisor Partnership offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company’s culture of support and independence, the Ultimate Advisor Partnership enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors2, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
1 Ameriprise Financial 2023 10-K.
2 Ameriprise Financial Q2 2024 Earnings Release.
View source version on businesswire.com: https://www.businesswire.com/news/home/20241209486204/en/
Alison Mueller, Media Relations
612.678.7183
Alison.g.mueller@ampf.com
Source: Ameriprise Financial, Inc.
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