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After several quiet months, Dynasty Financial hunts a big ex-Citi head to unblock the sales process and make good it's original promise to corner-office prospects

By luring Tom Petrone out of Greenwich hibernation, the NYC platform company can tell would-be breakaways that their offering is strictly hard-bodied

Author Brooke Southall September 25, 2013 at 4:45 PM
2 Comments
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Tom Petrone is back in the game, but this time he'll be squaring off against his old charges.

Shirl Penney

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Todd Thomson

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Tom Petrone


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June 26, 2014 — 7:18 AM

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June 26, 2014 — 8:44 AM

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Related Moves

September 24, 2019 at 2:02 AM

Dynasty Financial hires 'real deal' TD Ameritrade RIA sales talent who left after Schwab deal; he'll again mine for RIAs on Florida's Gold Coast--first big news since IPO disclosed

The St. Peterburg, Fla., technology outsourcer made its 10th Florida hire since start of year but first one on the state's Southeastern Coast

February 17, 2022 at 2:50 AM

Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 at 1:42 AM


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