For Immediate Release
May 10, 2013
Hannah Preble, TD Wealth
Web Site: http://www.tdbank.com/
Rick Capozzi Joins TD Wealth as Head of National Sales
TD Wealth provides clients with customized private banking and wealth management services
NEW YORK (May 10, 2013) – TD Wealth® has appointed Rick Capozzi as Senior Vice President and Head of National Sales. TD Wealth provides clients with customized private banking and wealth management services in partnership with TD Bank, America’s Most Convenient Bank®.
Based in New York, Capozzi will report to Brandon Williams, Head of U.S. Wealth for TD. In his role, Capozzi will focus on sales and marketing, business development, and training to lead and deliver a comprehensive wealth offering.
The addition of Capozzi is part of TD Wealth’s expansion strategy for the U.S. business, providing private banking and wealth management services to a growing pool of clients throughout TD Bank’s footprint.
“I’m pleased to welcome Rick to TD Wealth,” said Williams. “With his significant industry experience and leadership capabilities, Rick will be instrumental in building out our talented Wealth team, developing our sales performance culture, and supporting our growing organization in delivering an exceptional client experience.”
Capozzi has more than 29 years in the financial services industry with extensive experience in global wealth management and strategic planning. Prior to joining TD, Capozzi served as a Managing Director and National Sales Manager at Morgan Stanley, and as a Managing Director and Global Head of Business Development at Merrill Lynch.
Capozzi is a resident of Franklin Lakes, N.J.
About TD Wealth®
Through TD Wealth, TD Bank, N.A. and its subsidiaries partner with high net worth individuals and institutions to help build, preserve and transition wealth. Delivering private banking and wealth management services for more than 80 years, TD Wealth is committed to helping personal investors, institutional and non-profit organizations achieve their unique financial goals by building long-lasting relationships, and sharing the resources of one of the 10 largest financial institutions in the U.S., TD Bank, America’s Most Convenient Bank®. From private banking, portfolio management, private trust, and estate planning, to institutional trust, including retirement planning, captive insurance and trustee services, TD Wealth creates and delivers customized and integrated wealth management solutions. TD Wealth is a service mark of The Toronto-Dominion Bank. For more information, visit http://www.tdbank.com/investments.
# # #
NOTE: Wolfe News Wire is an online source for news and information about
noteworthy companies and organizations. We invite you to share this
content and/or leave a comment. Background info and past news items from
a specific organization can be found by clicking the side logos. For
more info, please email firstname.lastname@example.org. Thank you!
©2014 Wolfe Public Relations. All Rights Reserved.