A banking veteran wants to change the way third-party marketing firms help banks sell investment products.

Joseph S. Dolock, who until three months ago headed Crossland Federal Saving Bank's in-house brokerage program, joined CPI Financial Services last month. As senior vice president, he will spearhead the firm's plans to market products through banks.

Limited Time Offer

Save $400 off your subscription. Special offer ends April 30, 2017.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.