Monte Mitchell has been appointed by Oregon-based asset manager Jensen Investment Management as sales director. He will be a member of Jensen’s sales and client service team and focus on service to financial advisor customers in the western U.S. and the firm’s relationships in the defined contribution channel nationally.
Mitchell joins Jensen from brokerage and banking firm Charles Schwab Corp., where he was as a financial advisor consultant. Previously, he was a senior relationship manager with stable value manager Morley Financial Services and worked with the financial adviser community and the retirement services industry.
Click here for the release from PR Newswire.