Michelle Moore is joining the firm as WFG's Senior Vice President, National Accounts and Brian Conneely will serve as WFG's National Sales Manager.
Waypoint Real Estate Investments has recently announced that it is adding two industry veterans to its affiliated broker-dealer, Waypoint Financial Group (WFG), to accelerate the growth of its independent broker-dealer platform.
"Through WFG, Waypoint is committed to expanding its equity distribution platform into the IBD and RIA communities. Since the beginning of this year, WFG has established relationships with nearly 3,000 financial advisors with Waypoint's growth and income products. With a strong basis in the financial advisory channel, we're well positioned to accelerate our growth potential by bringing on board senior professionals who have a track record of scaling quality product sponsors. Both Michelle and Brian have the relationships and acumen that are needed to capitalize on the increasing interest in Waypoint's products among investment professionals."
— Waypoint CEO, Scott Lawlor
As Senior Vice President, National Accounts, Moore will oversee WFG's business development and relationship management within the independent broker-dealer channels. Moore offers more than 16 years of relevant experience, and most recently served with Select Capital Corporation as its Director, National Accounts. Prior to that position, Moore acted as the Senior Vice President, National Accounts for SC Distributors, where she successfully cultivated new relationships that generated $2.6 billion in sales.
As National Sales Manager, Conneely will lead all national sales operations for WFG. Most recently, Conneely founded and served as the Managing Director of Peak Capital Solutions, which focused on alternative investments. Previously, he served as Managing Director/Head of External Sales at Participant Capital, where he helped launch the company into the independent broker-dealer space. Before that, he served in senior positions at W.P. Carey, Transamerica Capital, and Rydex Investments/SGI, among others.
Scott Smith, Senior Managing Director of Waypoint further commented:
"Waypoint is pleased to reaffirm its commitment to expand its distribution channel through our affiliated broker-dealer. WFG's enhanced sales capabilities align perfectly with our growing pipeline of real estate focused offerings and represents an exciting new phase in Waypoint's development."
SOURCE Waypoint Real Estate Investments