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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. ....
Share this article Share this article PHOENIX, Feb. 8, 2021 /PRNewswire/ Advisor Group, the nation s largest network of independent wealth management firms, today announced the appointment of Desireé Sii as President and CEO of SagePoint Financial, Inc. ( SagePoint ), effective immediately. Ms. Sii will be based in Phoenix and report to Advisor Group s President, Advice and Wealth Management, Greg Cornick. SagePoint s former CEO, Jeff Auld, recently announced his retirement. As SagePoint enters its fifty-first year of operations, Ms. Sii s leadership strategy will be to build on the firm s impressive recruiting momentum while continuing to support the organic growth of its more than 1,300 affiliated financial professionals by leveraging Advisor Group s innovative suite of business services, including practice management coaching and consulting, succession and acquisition resources, marketing support and cutting-edge technology. ....