by AndrewC19r | Jul 6, 2022
Mike Rubel Senior Business Consultant A veteran financial and business services professional with more than four decades of expertise, Mike brings with him a wealth of knowledge and industry gravitas which will afford the advisor and firm clients he works with an...
by AndrewC19r | Jul 6, 2022
Peter Quigley Senior Business Consultant Peter brings with him almost 25 years of expertise as a financial advisor, serving in corporate leadership positions, with a career focus on advising high net worth individuals, families, and corporations with a focus on...
by AndrewC19r | Jul 6, 2022
Don O’Fee Regional Market Manager/Senior Business Consultant Don brings with him a prestigious resume boasting more than four decades of experience in financial services leadership positions. Most recently, Don served for over 16 years as Senior Marketing and...
by AndrewC19r | Jul 6, 2022
Julie Mizerany Private Client Consultant Julie’s expertise in financial services, obtained through her more than decade of experience as a financial advisor, provides her with a unique perspective that informs her role as Transition Consultant at Elite...
by AndrewC19r | Jul 6, 2022
Len Murtha Regional Market Manager/Senior Transition Consultant Len has achieved a distinguished financial services career with more than two decades spent in leadership positions. Career highlights on Len’s impressive resume include Regional Market Director for...
