Zimmerman was most recently President and CEO of First Citizens Investor Services, Inc. in Raleigh, N.C., where he was responsible for driving organizational development, accelerating growth and profits while sharpening the team's efficiency and effectiveness. His previous roles include senior regional brokerage manager for Wells Fargo Advisors in Beverly Hills, Calif., and other diverse positions at Prudential Services, RBC Dain Rauscher, PaineWebber and Shearson Lehman Brothers.