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Jun 23 2017

S2K Continues Hiring Spree with Addition of Former LPL Marketing Head

S2K Financial Holdings, the holding company for independent broker-dealer S2K Financial, named Melissa Socci to the newly created position of chief marketing officer for S2K Servicing, the firm’s operations platform.

An executive with more than 25 years of financial services experience, Socci most recently served as senior vice president and head of marketing at LPL Financial, where she developed and implemented brand strategies to help grow the independent broker-dealer, registered investment advisor, and financial institution businesses of the nation’s largest independent broker-dealer.

“As the financial advice industry enters a new fiduciary era, the S2K organization is positioned to redefine financial product structuring and distribution with a priority placed on what best serves the retail investor,” said Neil Cohen, president of S2K Servicing. “Melissa’s addition to our team enhances our mission to connect the highest caliber product sponsors and solutions with retail investors across the country through IBDs and RIAs.”



Prior to LPL Financial, Socci’s roles included senior marketing positions at UBS Wealth Management, Ryan Beck, Gruntal & Co., and Prudential Securities.

As reported by The DI Wire, S2K has been on a hiring spree in recent months with the addition of David Fred, former head of due diligence for Cetera Financial Group, to lead S2K Servicing’s due diligence efforts.

Brendan McLaughlin, Kurt Gunderson, Felix Vera and Michael Roman recently joined the firm’s wholesaling group, and Megan Smith was hired as the director of national accounts.

S2K Financial Holdings is a New York City-based financial services organization encompassing S2K Financial and S2K Servicing. S2K Servicing provides due diligence, operations, administrative and marketing services to institutional investment managers, while S2K Financial is an independent wholesale broker-dealer.

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Article by: The DI Wire


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