, became a Managing Partner (MP), now a Regional Director (RD); 12 years in the industry. Outside of Work: Avid golfer and enjoys..., now a Managing Partner in Greenwood. Time in Seat: 4 years as Managing Partner. Outside of Work: Enjoys golfing, traveling...
is actively looking for a Managing Partner to spearhead the development and leadership of a team of financial representatives...: Lucas Hill: Prior Experience: Started as an Advisor, became a Managing Partner (MP), now a Regional Director (RD); 12 years...
, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Prospect for clients..., and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect. Ensure...