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Power Players

Power Players DAK Associates, Executive Search

Deb Aldredge

Chief Administrative Officer Farmers Insurance®

"It's one thing to get women hired, it's another to help them succeed."

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Power Players DAK Associates, Executive Search

Ronald G. Albahary

Chief Executive Officer, Legacy Advisors, LLC

"Ultra-high net worth clients are more likely better served by smaller, independent registered investment advisors since the larger firms aren't as nimble and adaptive as smaller firms to meet the complex planning and investment needs faced by the ultra-high net worth."

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Power Players DAK Associates, Executive Search

Cheryl Nash

President, Fiserv

"I truly believe that exceptional talent becomes the differentiator between an ‘ok’ organization and a great one."

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Power Players DAK Associates, Executive Search

Noreen Beaman

Chief Executive Officer, Brinker Capital, Inc.

"The best financial advisors have pure joy in the investment goals they’ve helped investors achieve."

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Power Players DAK Associates, Executive Search

John Phinney

Co-Managing Partner, ConvergenceLLC

"It surprised me that we in financial services, one of the richest industries among many, didn’t have the basic, fundamental data that other industries, like technology, have been using for years. In industrial America, manufacturing has been using benchmarking for a hundred years!"

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Power Players DAK Associates, Executive Search

Dale E. Brown

CEO, Financial Services Institute

"At the end of the day, my role as the leader of this organization is to serve the best interests of the association by helping it advance toward our key initiatives."

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Power Players DAK Associates, Executive Search

Mark S. Casady

Chairman and CEO, LPL Financial Services

"We do two things: one is, we very, very zealously review service levels so every week we review how we’re doing in the service areas, what’s working and what’s not working, where do we need to add more resources, so we have a very good feedback mechanism that tells us just how well we’re doing that."

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Wealth Management: DAK works across the broad Wealth Management landscape. This includes large independents as well as national, regional, and independent Broker Dealers.

Asset Management: DAK has deep experience across all product structures and asset classes, and our clients range from Trillion AUM+ global asset managers to specialty boutiques.

Asset Servicing/FinTech/Back Office Solutions: Back Offices and Technology Infrastructure is what makes it all work for Financial Services companies. DAK works with firms large and small.


Insurance: DAK works with well-known and top-branded (Top 25) Life Insurance and Property & Casualty companies across a myriad of mandates.

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"C Level" Searches — "C Level” searches comprise an ever-growing portion of our search mandates, and currently represent 10% of our practice.

Sales Management — DAK has successfully completed dozens of high profile searches for Distribution Leaders.

Sales — DAK has a storied history in securing proven revenue generators for our clients. We have completed hundreds of sales searches spanning multiple channels throughout the Americas.

Investment Management — DAK is engaged at all times with Investment Management searches covering all product structures and Asset classes.

Marketing — DAK is engaged at all times with Senior and strategically critical Marketing search mandates.


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DAK has been a national player since day one. We service the entire US Market from our HQs in suburban Philadelphia.


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We provide high-touch, customized Executive Search for firms that put a premium on hiring the best. Our service includes Position Design; Compensation Guidance & Benchmarking; Intense Research inclusive of up to hundreds of calls and dozens of meetings; Position specific Interview Questions; Deep, personalized Assessment Interviews; Deep industry references and comprehensive background investigation; Behavioral Profiling; Onboarding and Follow-up post hire.


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DAK works on "flat-fee" retainer basis with our clients providing total transparency and fair pricing while ensuring discretion, intense focus, and complete alignment. We have several customized engagement models including The Select Client Commitment designed for multiple hires and on-going recruiting scenarios. DAKdirect is our web-based recruiting portal for non-retained search.


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