Stewart Lee, a former branch office manager who heads Wellston, Okla.-based Lee Training — a consulting and practice management firm which helps develop SIFMA's Branch Manager Development Program — ...

Ken Perotta of Crescent Parts & Equipment Co. in St. Louis, views the HARDI conference in Maui as an opportunity “to continue to form good, long-lasting relationships with other wholesalers and ...

During the past 10 years, perhaps no role in the wealth management industry has changed more than that of the branch manager. Usually a former advisor, a branch manager was typically in charge of just ...

Over the past few years, the roles of the branch managers and assistant managers at Valley National Bank’s 204 branches have evolved to the point that they are now referred to as sales managers and ...

Reviewed by Eric EstevezFact checked by Vikki VelasquezReviewed by Eric EstevezFact checked by Vikki Velasquez The term "branch manager" refers to an executive who is in charge of a particular ...