Privacy Policy
Execho Partners | Website privacy policy | Effective date: 11.1.2026
Who We Are
Execho Partners ([legal entity name]) provides executive search and interim and fractional talent services for financial services firms. This policy explains what information we collect through [website address], by email, and in conversations with us, how we use it, and the choices you have.
Contact us at hello@exechopartners.com or 11501 Dublin Blvd., Ste 200, Dublin, CA 94568.
Information We Collect
Information you give us
Your name, email address, phone number, firm, and role.
Details about a hiring need or search you ask us about.
If you are a candidate: your background, resume or LinkedIn profile, licenses and credentials, compensation expectations, location, and the preferences you choose to share.
Information collected automatically
Device and browser type, pages viewed, the site that referred you, and approximate location based on your IP address. We collect this through cookies and similar technologies, including analytics tools provided by our website platform.
Information from other sources
Publicly available professional information, such as LinkedIn profiles and public regulatory records, and referrals from people who know you.
What we ask you not to send
Please do not send Social Security numbers, financial account numbers, government ID numbers, or health information.
Please do not send client names, client information, or confidential information belonging to your current or former employer. If we receive any of this, we may delete it.
How We Use Information
To respond to your inquiries, schedule conversations, and send materials you request, such as our Lead Advisor Scorecard.
To provide our services: to understand a hiring need, identify and evaluate candidates, and present candidates to clients with their permission.
To communicate with you about our services. You can opt out of marketing emails at any time.
To operate, secure, and improve our website.
To meet legal obligations.
How We Share Information
Service providers. We use providers for website hosting, email, scheduling, and analytics, and for payroll and onboarding when we arrange an interim engagement through our Employer of Record partner. They may use your information only to provide services to us.
Candidates. We do not present you to a client without your permission. When we do, we share only what you agreed to.
Clients. Information about a firm's hiring needs is used to carry out the search and is not shared more widely.
Legal and business reasons. We may share information when the law requires it, to protect our rights or safety, or as part of a business sale or transfer.
We do not sell personal information. We do not share it for cross-context behavioral advertising.
Cookies and Analytics
Our website uses cookies and similar technologies so that it works properly and so we can understand how visitors use it. You can control cookies in your browser settings and through our cookie banner. Some features may not work if you turn cookies off.
How Long We Keep Information
We keep inquiry information for as long as needed to respond to you and manage our relationship. We keep candidate information for 24 months (possibly longer) after our last contact unless you ask us to delete it sooner or to stay in touch. When we no longer need information, we delete or anonymize it.
Your Choices and Rights
Depending on where you live, including California, you may have the right to know what personal information we hold about you, to correct it, to delete it, and to opt out of its sale or sharing. We will not treat you differently for using these rights.
To make a request, email hello@exechopartners.com. We may ask for details so we can confirm the request is yours. You can also unsubscribe from marketing emails using the link in any message.
Security
We use reasonable safeguards to protect the information we hold. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
Children
Our services are not directed to anyone under 18, and we do not knowingly collect information from children.
Links to Other Sites
Our website may link to other sites, such as scheduling tools or LinkedIn. Their privacy practices are their own, and we encourage you to read their policies.
Changes to This Policy
We may update this policy from time to time. The effective date at the top shows when it was last changed.
Contact Us
Questions about this policy or your information? Contact Execho Partners at hello@exechopartners.com or 11501 Dublin Blvd., Ste 200, Dublin, CA 94568.