Wealth Management & Private Equity
Wealth Management Subsidiary (CPA Firm)
Global Wealth Management Financial Services Institution
- Wealth Management Director
New England Regional Bank ($1B - $10B)
- Director Financial Planning
- Wealth Management Business Developer
- Financial Advisor
Community Banks ($600M - $1B)
- Director of Private Banking
- Trust Department Group Head
- Chief Investment Officer/Portfolio Manager
- Investment Portfolio Managers
- Retail Financial Consultant
- Trust and Wealth Management Relationship Manager
Wealth Manager Family Office Group
- Investment Consultant
- Business Development Officer
Registered Investment Advisor
- Compliance Officer/VP of Finance
- Senior Wealth Advisor
- Financial Advisor
- Wealth Management Strategist
- Wealth Management & Financial Planning Relationship Manager
- Wealth Strategist Advisor
- Financial Planning Associate
Private Equity Searches
- Managing Director Business Development
- Vice President Private Equity Lender