by AndrewC19r | Jul 6, 2022
Todd Mills Senior Business Consultant Todd’s career in financial services spans nearly two decades and includes leadership positions at prominent companies within the wholesale space, among them Rock Harbor LLC, SunAmerica Retirement Markets, Sun Life Financial,...
by AndrewC19r | Jul 6, 2022
Kyle Kroberger National Market Manager/Senior Business Consultant In addition to his commendable service as a United States Navy S.E.A.L., Kyle has established a well-regarded career as an award-winning investment management professional and tenacious business...
by AndrewC19r | Jul 6, 2022
Lori Karsch Associate Business Consultant Lori takes pride in her role connecting advisors with firms that will best support their practice. To that end, Lori assists advisors in narrowing down their search for the most suitable opportunities through a consultative...
by AndrewC19r | Jul 6, 2022
Howard Greenberg Business Consultant As a Transition Consultant for Elite Consulting Partners, Howard assists advisors who are looking to move to a new broker- dealer or RIA by narrowing down their pursuit for the best options through a consultative approach. His goal...
by AndrewC19r | Jul 6, 2022
Bruce Fox Private Client Consultant As a seasoned recruiting professional and long-standing Senior Transition Consultant within the Elite Consulting Partners team, Bruce is motivated by achieving optimal transition opportunities for his advisor and firm clients. His...
