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Industry Spotlight > Broker Dealers

Former Schwab Exec Lands at Cetera

By Janet Levaux

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Andy Gill, formerly Charles Schwab’s chief marketing officer, is now an executive at Cetera Financial Group. He will serve as its chief strategy and execution officer.

Gill, who was with Schwab and one of its units for the past 18 years, left that firm in July as part of a management shakeup. Prior to work in financial services, he cut his teeth in marketing at Procter & Gamble and shoemaker Genesco. 

He now reports to Cetera President Adam Antoniades and interim CEO and Chairman Ben Brigeman.

“Andy Gill is an extremely accomplished industry veteran …,” Antoniades said in a statement. “Beyond his clear track record of successful execution, Andy brings expertise in areas that are important to the continued growth of our business, particularly in the RIA space.”

At Schwab, Gill worked on retail, product and platforms management, marketing, advice solutions and data for both the traditional and digital channels.

“There is tremendous opportunity within our profession to guide more investors to achieve financial well-being and establish legacies for their families and communities,” according to Gill. 

Cetera Update

Cetera includes the independent broker-dealers Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists and First Allied Securities.

Last week, the firm launched MarketingCentral, a new marketing platform with tools for email campaigns, social media, print, presentations and events marketing. 

Cetera advisors also have access to a content library with videos, infographics, articles, quizzes, calculators and other reseources — which are part of the firm’s aim to deliver “an Advice-Centric Experience.”

MarketingCentral was built in partnership with FMG Suite. Cetera plans to add artificial intelligence-driven content to the platform in the future.

Janet Levaux

@Think_JanetL

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