Raymond Tate, formerly a Bank of America Merrill Lynch complex manager in Phoeni joined Wells Fargo Advisors Sept. 7 as a branch manager of its Oakland, Calif., office, according to recruitment firm Willis Consulting in Palo Verdes Estates, Calif.
The firm also placed Harry Sherdil at Wells Fargo in Union City, Calif., on Sept. 20. Sherdil joins Wells from Bank of the West, where he produced a trailing 12 of $1.5 million on $150 million in assets under management.
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access