Desireé Sii Named President, CEO of SagePoint Financial She succeeds former CEO Jeff Auld, who recently announced his retirement, and rounds out a trio of female leaders atop the Advisor Group IBD.
Jeff Auld, former SagePoint Financial CEO, has handed over the reigns to Desireé Sii. SagePoint, an independent broker/dealer under Advisor Group, announced Sii’s promotion Tuesday.
Sii was, for the last five years, head of business development for SagePoint and now will spearhead the overall recruitment and organic growth strategy for 1,300 affiliated independent brokers.
“Desireé has excellent relationship management skills, and a strong reputation throughout our financial professional community and home office team for effectively advocating on behalf of financial professionals and the clients they serve,” said Greg Cornick, Advisor Group’s president of advice and wealth management, in a statement. Sii reports to Cornick.