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Director
#implementation #trusts #wealth
#NorthAmerica
I have over 30 years experience in the offshore industry and focus as a Private Client specialist regularly presenting on various topics to intermediaries and participating at conferences.
VP, Public Policy
#wealth #advisors #retirement #financialplanning #retirementplanning
Kim has more than twenty-five years of experience working in the financial security profession. He has a strong background in life insurance, banking, individual and institutional investments, with em
Advisor
#wealth #leadership #education
#Europe
Andrew’s educational philosophy is based on his teaching and leadership experience in a range of schools, and a deeply held conviction that all children matter.
Head of Financial Planning, Wealth Advisor
#wealth #management
#Northamerica
Beth is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations. Her passion is to help clients manage the risks associated with accumulating and preserving wealth. Her fav
Strategic Advisor
#leader #wealth
Bhagya is a dynamic product leader with a wealth of experience in the event industry. As a visionary thinker and strategic planner, she has successfully led product teams to deliver innovative solutio
Chief Executive Officer
#investment #wealth
Catherine Keating is the CEO of BNY Mellon’s Investor Solutions and Wealth Management divisions, and a member of BNY Mellon’s Executive Committee. She is also the CEO and a Board member of BNY Mellon,
SVP, Director of Workforce Experience
#innovation #health #wealth
Christa St. Cyr is the Senior Vice President, Director of Workforce Experience at Citizens Financial Group.
VIC Financial Advice State Manager
#management #finance #wealth
#Oceania
Enis is the Victorian Financial Advice State Manager. He joined Mercer in 2021. Prior to joining Mercer he spent nearly 17 years working in various organisations including ANZ, AMP, Aware Super in var
Managing Director/Financial Adviser
#Superannuation #IncomeProtection #Wealth
Since implementing her plan Esther has become an award winning financial adviser who is actively involved in the financial advice community through various committee roles and directorships with the A
Managing Partner of Wealth Solutions
amie has co-authored three text books and has two ebooks on Retirement Planning, “Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years” and “Retirement Risks: H
Managing Director
#strategic #asset #wealth
Business leader with strong strategic and execution capabilities, and a proven track record of delivering growth and innovation.
Partner / Executive Managing Director
#wealth #inclusion #investing #leadership # #financialeducation
Ashtree Capital Wealth Group, founded in 2021 and led by Jona S. Lemmonds, represents the culmination of her entrepreneurial journey evolving for over 20 years. With a forward-thinking mindset, an agi