Overview

• Founded in 2008 and headquartered at 92 Rosewood Ln, North Attleborough, Massachusetts, with a team of 4 employees
• Specializes in mid-level to senior management recruitment for financial institutions across the Greater Boston area, Northeast, and national markets
• Clients include Global Financial Institutions, Regional Banks, Community Banks, Credit Unions, and boutique Registered Investment Advisors
• Notable for recruiting Financial Advisors and Presidents for large Wealth Management Institutions and smaller boutique firms
• Maintains a reputation for high integrity, hard work ethic, and proven results in the staffing industry since 2008

Specializations

• Commercial Lending roles including Senior Credit Officers and Retail Banking Administrators
• Wealth Management placements for Financial Advisors and institutional leadership positions
• Private Equity recruitment for specialized roles within financial institutions
• Compliance & Risk Management roles, including Compliance Officers for banks and credit unions

Services & Approach

• Executive recruitment for CFOs and Presidents in banking and investment management sectors
• Placement of Compliance Officers in Regional Banks and Credit Unions
• Targeted recruitment for Private Equity professionals in financial institutions
• Staffing solutions for Insurance entities and Registered Investment Advisors in Wealth Management