Articles tagged "Dan Sontag"
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Dan Sontag surfaces as new cog in Focus Financial machine for taking down wirehouse advisors
After laying low for five years, the passed-over Merrill heir apparent will help advise Chis Dupuy in budding 'Connections' program
July 31, 2014 at 6:17 PM
In major reversal, Merrill turns away RIA assets
Is it post-BoA merger streamlining or a decisive strategic shift?
September 29, 2009 at 4:23 AM
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