January 22, 2020
ExchangeRight Adds Co-Director of National Accounts to Sales Team

ExchangeRight, a sponsor of securitized 1031-exchangeable real estate investments, has hired Kevin Zwick as co-director of

ExchangeRight Adds Co-Director of National Accounts to Sales Team

January 22, 2020 | thediwire.com 

ExchangeRight, a sponsor of securitized 1031-exchangeable real estate investments, has hired Kevin Zwick as co-director of national accounts, where he will help build and strengthen relationships with broker-dealers, RIAs, and custodial platforms. Geoffrey Flahardy also serves as co-director of national accounts.

Prior to joining ExchangeRight, Zwick served as head of sales at WealthForge where he managed new client and revenue growth of broker-dealer and financial technology sales. He also served at Schwab as a financial and portfolio advisor where he was responsible for business-to-business brokerage sales, mutual fund clearing, and institutional portfolio sales.

Zwick currently hold FINRA Series 7, 63, and 66 licenses and received a bachelor’s degree in business administration and management from Arizona State University.

Read Full Article

Recent

Most Popular

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…
Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…

Explore

Blue Vault Logo
Don’t miss alts news
and educational events

Subscribe Now