WASHINGTON, D.C. – The Financial Services Institute (FSI) today announced it is expanding its membership team and has hired industry veteran Kathryn Anderson as its new Director of Corporate Relations, working closely with Kevin Whitehead, FSI’s Vice President of Corporate Relations.
“Our members are the core of our organization,” said FSI President & CEO Dale Brown. “We have experienced tremendous growth in our membership over the past few years, and Kathryn’s experience and knowledge of the independent financial services industry will allow us to further expand our influence, enrich the member experience and increase member engagement.”
Kathryn joins FSI with 12 years’ experience developing strategic relationships with independent broker-dealers and independent financial advisors through her prior roles on the National Accounts and Sales teams at Wells Real Estate Funds. Previously, she was a Senior Relationship Banker and Licensed Financial Specialist with Wachovia Bank, where she worked with consumers and businesses to proactively capture full client relationships that included deposits, lending, treasury services and investments. Kathryn earned a B.S. in Accounting from North Georgia College and State University.
About the Financial Services Institute (FSI): FSI is an advocacy organization for independent financial services firms and independent financial advisors. Established in January 2004, we have well over 100 independent financial services firm members and over 35,000 financial advisor members. Our member firms have upwards of 160,000 financial advisors affiliated with them. Our mission is to create a more responsible regulatory environment for independent broker- dealers and their affiliated independent financial advisors through effective advocacy, education and public awareness. And our strategy includes involvement in FINRA governance, constructive engagement in the regulatory process and effective influence on the legislative process. For more information, please visit financialservices.org.