Blog
Doublin Named Chief Financial Officer of Midwestern Securities
Midwestern Securities has named Michael Doublin as the company’s Chief Financial Officer. Doublin joined the company in 2018 and served as the Director of Business Analytics prior to this promotion.
Johnson Named Chief Operations Officer of Midwestern Securities
Midwestern Securities has named Angela Johnson as the company’s new Chief Operations Officer. As Chief Operations Officer, Johnson will be responsible for leading and managing the Operations & Experience Team as they provide outstanding service to our partners and financial advisors.
Taraboletti Named President of Midwestern Securities
Midwestern Securities has named Cassie Taraboletti, CFP® as the company’s new president. Cassie’s more than 20 years of experience fulfilling just about every role in our company has given her a great foundation to stand on as she steps into this important position.
The Future of Wealth Services in Community Banking
Explore how community banks can modernize wealth services to meet evolving client needs. Learn strategies to secure long-term growth and relevance.
Designing Advisor Training That Aligns with Compliance Goals
Effective advisor training supports compliance and performance goals. Learn how banks can design programs that adapt to evolving regulatory expectations.
Is It Time to Switch to an Independent Broker-Dealer?
Considering a switch to an independent broker-dealer? Discover how greater flexibility and support can boost advisor performance and institutional growth.