Leadership Overview
Cetera has 10 executives leading key functions including strategy, operations, technology, finance, human resources, and marketing.
Driven by a commitment to empowering financial professionals, Cetera delivers comprehensive support and resources to its network of independent firms, fostering client success and advancing the financial advisory landscape.
Driven by a commitment to empowering financial professionals, Cetera delivers comprehensive support and resources to its network of independent firms, fostering client success and advancing the financial advisory landscape.
Leadership Roles at Cetera
Michael Durbin - Chief Executive Officer
Michael Durbin, the Chief Executive Officer at Cetera, directs the overarching strategy and vision for the organization. Durbin guides the company's expansion and market positioning, ensuring Cetera's network of independent firms effectively serves individuals, families, and company retirement plans nationwide. This leadership role involves fostering innovation and driving growth across all business units. By aligning corporate objectives with market demands, Michael Durbin ensures Cetera maintains its competitive edge in the financial services sector. The Chief Executive Officer's focus remains on enhancing the value proposition for financial advisors and their clients, solidifying Cetera's reputation as a premier financial advisory network.
Thomas Halloran - President and Chief Executive Officer of Cetera Advisors
Thomas Halloran, the President and Chief Executive Officer of Cetera Advisors at Cetera, spearheads the strategic direction and operational execution for Cetera Advisors. Halloran focuses on empowering financial advisors within this specific division, ensuring they possess the tools and support necessary to deliver exceptional financial advice. This leadership position involves cultivating strong relationships with advisors and driving initiatives that enhance client outcomes across the country. By optimizing service delivery and fostering a culture of excellence, Thomas Halloran directly contributes to the growth and success of Cetera Advisors. The President and Chief Executive Officer of Cetera Advisors' mandate includes expanding market reach and deepening client engagement through dedicated advisory services.
LeAnn Rummel - President & Chief Executive Officer
LeAnn Rummel, the President & Chief Executive Officer at Cetera, drives the strategic vision and operational effectiveness across key segments of the organization. Rummel concentrates on enhancing the capabilities of Cetera's financial advisors, enabling them to provide superior financial guidance to individuals, families, and retirement plans. This executive role involves fostering a collaborative environment and implementing initiatives that support advisor growth and client satisfaction. By championing best practices and strategic partnerships, LeAnn Rummel ensures Cetera's continued leadership in the financial services industry. The President & Chief Executive Officer's efforts are critical in expanding the firm's influence and delivering consistent value to its network.
Jeffrey Buchheister - Chief Financial Officer
Jeffrey Buchheister, the Chief Financial Officer at Cetera, manages the company's financial operations and strategic fiscal planning. Buchheister oversees all aspects of financial management, including budgeting, forecasting, and investment strategies, ensuring the financial health and stability of the organization. This executive position involves optimizing financial performance and driving profitability across Cetera's diverse network of firms. By implementing rigorous financial controls and identifying growth opportunities, Jeffrey Buchheister supports the company's long-term objectives. The Chief Financial Officer's expertise is vital in guiding strategic decisions and maintaining investor confidence, reinforcing Cetera's position as a leader in financial services.
Timothy Stone - Chief Operating Officer
Timothy Stone, the Chief Operating Officer at Cetera, directs the company's day-to-day operations and ensures the efficient execution of strategic initiatives. Stone oversees the operational framework that supports Cetera's network of independent financial advisors, focusing on enhancing service delivery and operational excellence. This leadership role involves optimizing business processes and managing resources to achieve organizational goals across the country. By driving operational improvements and fostering a culture of efficiency, Timothy Stone directly contributes to the seamless functioning of Cetera's advisory services. The Chief Operating Officer's purview includes streamlining operations to maximize advisor productivity and client satisfaction.
Helen Mark - Senior Vice President and Chief Operating Officer
Helen Mark, the Senior Vice President and Chief Operating Officer at Cetera, oversees critical operational functions and drives efficiency across the organization. Mark focuses on refining operational processes and enhancing service delivery to support Cetera's network of financial advisors and their clients. This leadership position involves managing key operational segments to ensure seamless execution of business strategies and client support nationwide. By implementing best practices and optimizing resource allocation, Helen Mark directly contributes to the company's operational excellence. The Senior Vice President and Chief Operating Officer's efforts are vital in maintaining high standards of service and operational integrity.
Lorraine Christie - Chief Of Staff To Chief Operating Officer and Chief Marketing Officer
Lorraine Christie, the Chief Of Staff To Chief Operating Officer and Chief Marketing Officer at Cetera, provides dedicated strategic and operational support to both the COO and CMO. Christie facilitates the coordination of initiatives between operations and marketing, ensuring cohesive execution of business strategies. This role involves managing cross-functional projects and enhancing communication to drive efficiency and alignment across these key departments. By optimizing workflows and supporting strategic planning, Lorraine Christie contributes to the effective delivery of Cetera's services and market outreach. The Chief Of Staff's contributions are essential in bridging operational execution with marketing impact.
Michael Ragunas - Chief Technology Officer
Michael Ragunas, the Chief Technology Officer at Cetera, architects and directs the company's technology strategy and infrastructure. Ragunas oversees the development and implementation of innovative technological solutions that support Cetera's network of independent firms and their financial advisors. This critical role involves ensuring the security, scalability, and efficiency of all technology platforms, enabling seamless service delivery to clients nationwide. By driving digital transformation and leveraging cutting-edge tools, Michael Ragunas enhances the advisor experience and strengthens Cetera's competitive position. The Chief Technology Officer's vision is instrumental in providing robust technological capabilities that empower financial professionals and safeguard client data.
Amy Morrison - Chief of Staff
Amy Morrison, the Chief of Staff at Cetera, provides strategic support and operational coordination to the executive leadership team. Morrison facilitates the execution of key initiatives and ensures alignment across various departments, enhancing overall organizational effectiveness. This role involves managing critical projects and driving strategic priorities to completion, supporting the company's mission to deliver exceptional financial advice. By streamlining communication and optimizing workflows, Amy Morrison enables the executive team to focus on strategic growth and innovation. The Chief of Staff's contributions are essential in driving operational efficiency and ensuring the successful implementation of corporate objectives.
Teri Cohen - HR Chief of Staff
Teri Cohen, the HR Chief of Staff at Cetera, provides strategic leadership and operational support within the Human Resources function. Cohen collaborates with HR leadership to drive key talent initiatives and ensure the effective implementation of HR strategies across the organization. This role involves coordinating critical HR projects and enhancing employee experience, supporting Cetera's commitment to its workforce. By optimizing HR processes and fostering a positive work environment, Teri Cohen contributes to the company's overall success and talent development. The HR Chief of Staff's focus is on aligning human capital strategies with business objectives to support growth and employee engagement.
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