For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Deals & People May 14, 2008
CAPTRUST’s Kline Lands at New York Life
William R. Kline has left CAPTRUST Financial Advisors and joined New York Life Retirement Plan Services as Vice President of sales for the southeastern United States.
Reported by Fred Schneyer
The Raleigh, North Carolina-based Kline will be responsible for expanding New York Life’s 401(k) and defined benefit market segments throughout the region. He will report to Mark Strazzeri, Managing Director and Head of Sales, according to a news release.
Kline spent the last three years as Managing Director of CAPTRUST’s retirement plan advisory group in Raleigh.
Earlier in his career, Kline served as a national sales manager for Wachovia Corporation as well as in institutional equity sales for J.C. Bradford & Co. in Nashville.