Jul 20, 2011
Update on Black Diamond-Advent merger
The sales teams are staying separate but sharing training this week
Tag
Welling
4 articles
Articles tagged "Welling"
Mar 17, 2011
Black Diamond wins a $4-billion RIA right in Advent's backyard
Presidio execs said they appreciated Peter Hess's involvement, but passed on fellow San Francisco firm
Aug 3, 2010
Black Diamond nabs a Schwab veteran as it gears up for new service approach
Fast-growing software provider is creating separate service team to transfer RIA performance history
Mar 15, 2010
Black Diamond adds a Fidelity veteran to its sales team
Karen Lisowski will work from San Francisco
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