Experience

RFG Advisory

• United States
• Financial Services
• 1 - 100 Employee

• Executive Director of Buiness Development

  • Aug 2017 - Present

  I work with successful financial advisors looking for greater control over their individual practices. RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a turn- key integrated technology platform to manage their practice and institutional-caliber investment management. RFG Advisory’s services include comprehensive wealth management, financial plan consulting and personalized 1-1 financial life management for families, individuals, executives and entrepreneurs. If you are interested in learning more about how you can become an Independent Advisor or how you can add value to your current practice, please contact me at bwiitala@rfgadvisory.com Show less



Impactive Advisors

• United States

• Chief Business Development Officer

  • Jan 2017 - Aug 2017

  Impactive Advisors is a non-traditional wealth management firm dedicated to making a positive difference in the lives of advisors, clients and the world with a specialized focus on impact investing. A firm built by advisors for advisors, Impactive offers a dually registered broker/dealer and Registered Investment Advisor. Impactive Advisors is a non-traditional wealth management firm dedicated to making a positive difference in the lives of advisors, clients and the world with a specialized focus on impact investing. A firm built by advisors for advisors, Impactive offers a dually registered broker/dealer and Registered Investment Advisor.



Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• Managing Principal

  • Oct 2012 - Jan 2017

  As the Managing Principal of the Indianapolis office(s) of Waddell & Reed, I work to develop a team of financial advisors and office staff. Some of my day-to-day activities include: • Recruiting, selection and licensing of field leaders and financial advisors to one of two Waddell & Reed platforms. • Coaching financial advisors as they seek to build efficient, unique and growing practices. • Removing roadblocks that impede field leader and financial advisor success. • Executing frontline supervision, identifying and addressing supervisory issues as needed. • Guiding financial advisors in developing succession strategies as they plan for their own retirement. • Encouraging financial advisors to maintain a balanced approach to business and personal goals. Show less



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Kentucky Manager

  • Feb 2009 - Oct 2012



H&R Financial

• Louisville, Kentucky Area

• Complex Manager Kentucky/Tennessee

  • Jun 2003 - Feb 2009



Hilliard Lyons Inc

• Columbus, Ohio Area, United States

• Branch Manager

  • Nov 2001 - Jun 2003



McDonald Investments

• New Albany Ohio

• Regional Manager- Central Ohio

  • Oct 1999 - Nov 2001



EVEREN Securities

• Columbus, Ohio Area

• Branch Manager/Complex Manager

  • Jan 1994 - Oct 1999



PaineWebber

• Financial Services
• 1 - 100 Employee

• Administrative Manager

  • Mar 1988 - Dec 1993