tru Independence Announces New Executive Hires
PORTLAND, Ore., April 9, 2015 /PRNewswire/ -- tru Independence, a premier consulting and services platform for wealth management firms seeking their independence, today announced it has hired Doug Nichols as Managing Director of Affiliated Services and Paul Dalton as Chief Technology Officer.
For more information about tru Independence, please call (971) 371-3448 or visit http://tru-ind.com
Mr. Nichols brings nearly 20 years of mortgage industry experience to tru ranging from sales, entrepreneurial management, day-to-day corporate policy, production and personnel management. Prior to joining tru, Mr. Nichols was a Vice President at Troy, Michigan-based Flagstar Bank. As part of the corporate team tasked with strategically consolidating the best in the organization into a manageable network of branches, he saw his role expand to overseeing a nationwide network of nearly 100 employees with over $1billion in annual production volume.
In addition, tru has also hired Paul Dalton as Chief Technology Officer. Mr. Dalton was previously Director of Technology for a multi-million dollar wealth management firm where he managed the information technology infrastructure and support for multiple offices across the United States. Prior to that, he served as network administrator of a multi-billion dollar registered investment advisor that managed long-short equity funds of hedge funds.
"tru is happy to have found two professionals such as Doug and Paul with their extensive depth and breadth of experience. They are industry veterans who share our hard working values and commitment to helping our clients," said Craig Stuvland, President and CEO of tru Independence. "
"These hires represent our vision to grow tru Independence into the leading consulting and service platform for RIAs, as we expect to add multiple new teams to our platform over the coming months and the addition of Doug and Paul helps ensure that those teams experience a smooth transition into the world of independence" added Eric Warlick, Managing Partner.
For media inquiries, please contact Kris Kagel at (973) 850-7312 or [email protected].
About tru Independence
Through uncompromising investment in people and technology, tru Independence delivers the premier consulting and services platform for wealth management firms seeking independence. We diligently focus on and invest in our three core disciplines of investment consulting, business consulting and new business development.
To deliver unrivalled excellence, we leverage key relationships by outsourcing to the best providers and platforms. Our consultative sales process is defined by simplicity, clarity and transparency, grounded on the belief that our partners can best control their future by owning the equity of their firms. Drawing upon our decades of industry experience, we are committed to ensuring that our partners maximize their enterprise value.
Media Contact
Kris Kagel
JCPR
(973) 850-7312
[email protected]
SOURCE tru Independence
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