People - JUNE 23, 2017

S2K Financial Holdings names Melissa Socci chief marketing officer of S2K Servicing

by Released

S2K Financial Holdings named Melissa Socci chief marketing officer of S2K Servicing, effective immediately.

“As the financial advice industry enters a new fiduciary era, the S2K organization is positioned to redefine financial product structuring and distribution with a priority placed on what best serves the retail investor,” said Neil Cohen, president of S2K Servicing, in a statement. “Melissa’s addition to our team enhances our mission to connect the highest caliber product sponsors and solutions with retail investors across the country through IBDs and RIAs.”

Recently, Socci served as senior vice president and head of marketing at LPL Financial, where she developed and implemented brand strategies to facilitate the growth of the Independent Broker-Dealer Registered Investment Advisor and financial institutions businesses of LPL, the nation’s largest independent broker-dealer.

S2K Financial Holdings is the holding company for S2K Financial, an independent wholesale broker-dealer, and S2K Servicing is an operations platform supporting the needs of institutional managers.

Prior to LPL Financial, Socci’s roles included senior marketing positions at UBS Wealth Management, Ryan Beck, Gruntal & Co. and Prudential Securities.

Socci’s hiring is part of an ongoing expansion at S2K, including the recent appointment of David Fred, formerly head of due diligence for Cetera Financial Group, as senior vice president of due diligence at S2K Servicing, as well as the addition of Brendan McLaughlin, Kurt Gunderson, Felix Vera and Michael Roman, to the S2K nationwide wholesaling group.

This expansion also includes the hiring of Megan Smith, who previously served as executive vice president and national accounts manager at KBS Capital Markets, as the S2K director of national accounts.

Glossary, videos, podcasts, research in the Resource Center

Forgot your username or password?

Close your account?

Your account will be closed and all data will be permanently deleted and cannot be recovered. Are you sure?

We respect your privacy! Please give consent for processing data as described in our Privacy Policy