WEST COAST BUSINESS DEVELOPMENT MANAGER
George oversees advisor relationships in the Western United States. He uses his broad experience and industry knowledge to help advisory firms evaluate the financial experience that they are delivering to clients and employees. He takes pride in helping advisors grow assets and better connect with clients.
George has spent 20 years in financial services holding positions in a variety of roles including operations, marketing, and business development at some of the industry’s most widely known firms. Prior to his role at AdvisorEngine, George was the Vice President of Business Development at LPL financial, where he consulted with and recruited complex financial advisor enterprises, large teams, and institutions in creating growth strategies and converting to LPL’s broker-dealer and custody platform. George earned his Bachelor of Arts from the Ohio State University, and his Masters of Business Administration from the University of San Francisco.