Jason Wilder Joins Interactive Financial Advisors as Executive Vice President of Business Development
CHICAGO (PRWEB) February 23, 2018 -- Interactive Financial Advisors, Inc., an SEC-registered investment advisor firm, today announced the hiring of Jason Wilder as the firm’s executive vice president of business development.
Mr. Wilder, who has 25 years of experience in the financial advisory business, will lead Interactive Financial Advisors’ effort to expand its roster of investment advisors, resources and clients. Mr. Wilder comes to the firm after spending seven years as executive vice president of business development for CMG Capital Management Group, Inc., in King of Prussia, PA.
Interactive Financial Advisors is a privately owned registered investment advisory that uses advanced technology to provide financial planning and advisory consulting services. The firm, which was founded in 2003, focuses on the mid-market client and also serves high-net-worth individuals and charitable organizations. It is based is in Chicago, IL, with offices nationally.
“Jason’s skills, experience, work ethic and passion for the financial services industry will be an asset for IFA to continue its quest to create a new and better financial services company,” said Rick Peterbok, Interactive Financial Advisor’s CEO. “Jason understands both the technology behind our business and the human elements that drive our ongoing growth.” IFA’s mission is to develop an environment where clients, advisors and resource companies are independent for their choices but interdependent for their success.
Mr. Wilder brings to IFA more than two decades of experience in investment operations, sales and relationship management. He began his career as an account specialist at Raymond James in Florida and subsequently spent four years at Trust Company of America, where he started as a client service representative and rose to become a manager and assistant trader. He later spent 18 years at CMG Capital Management Group, Inc., rising from director of operations to executive vice president and managing director. He has extensive experience sourcing relationships with registered investment advisors and potential clients.
“I am excited to join IFA because of its commitment to our industry’s technology and its development of a process that harnesses technology to engage both clients and advisors,” Mr. Wilder said. “This allows advisors to focus on their most important asset, which is the client relationship. My experience in the business has given me a deep understanding of the successes and obstacles advisors face. I am excited to use my coaching skills to develop IFA’s advisors and their businesses, and I am committed to helping the firm expand the number of advisors and clients and improve its processes to maximize success.”
About Interactive Financial Advisors
Interactive Financial Advisors is a privately owned registered investment advisory that uses advanced technology to provide financial planning and advisory consulting services. The firm, which was founded in 2003, focuses on the mid-market client and also serves high-net-worth individuals and charitable organizations. It is based is in Chicago, IL, with offices nationally.
David Wamsley, +1 4152599104, [email protected]
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