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People Moves Related to "John Rourke just sold half his company to take 'biggest shot' of his life -- combining $200 million and artificial intelligence to exploit Salesforce's supposed Achilles' heel with RIAs -- implementation"


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Skience, a top Salesforce customizer, just lost three top-tier execs -- boom, boom, boom -- with Salesforce overhang likely contributing in hotly competitive market

Apr 22, 2023

No sooner did the Herndon, Va., reseller roll out 'bundles' to RIAs and enterprises than its president/COO and two sales/marketing talents exited as its offering faces world of new challenges.


Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement

Sep 8, 2023

Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'


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