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Wells Fargo Bulks Up Sales Team
Chadwick comes to Wells Fargo with more than 25 years of defined contribution (DC) institutional sales experience. As director of large-market sales, he will lead a team of directors working with DC plan sponsors that have more than $100 million in plan assets. Previously, Chadwick was head of national account sales and strategic client retention at Charles Schwab, where he focused on plans that contained $850 million or more in assets. He also served in leadership roles at Aon Hewitt and in DC sales at Fidelity.
As director of business development, Curry will oversee sales operations, such as consultant and adviser relations. She has more than 20 years of retirement industry experience. Curry comes to Wells Fargo from Lincoln Financial, where she led the institutional retirement business development team and was responsible for the execution of a national consultant coverage model. Her previous roles were at Lipper, Diversified Investment Advisors and Fidelity.
Both will report to Doug Murray, executive vice president and head of sales at Wells Fargo Institutional Retirement and Trust.