by AndrewC19r | Jul 6, 2022
Tricia Fischer Private Client Consultant Tricia brings with her decades of expertise through a professional career dedicated to utilizing training, business development, and recruiting as the primary tools to help her clients solve their problems and achieve their...
by AndrewC19r | Jul 6, 2022
Chuck Dixon Senior Business Consultant Chuck is a long-standing Elite Consulting Partners team member with a dedicated focus to carrying out the company mission to provide unparalleled service, unbiased advice, and expert guidance to advisor and firm clients alike....
by AndrewC19r | Jul 6, 2022
Mike Carroll Private Client Consultant Michael has achieved an impressive financial services industry career, punctuated by leadership positions with an emphasis on business development and advisor engagement. Michael’s career highlights include Manager,...
by AndrewC19r | Jul 6, 2022
Jeremy Dickstein Senior Transition Consultant Jeremy Dickstein’s resume boasts more than three decades of leadership experience within financial services, having held distinguished positions at firms representing every industry sector. Among them are Merrill...
by AndrewC19r | Jul 6, 2022
Scott Breault Regional Market Manager/Senior Transition Consultant Based in the Greater Boston region, Scott brings with him extensive expertise in the fields of financial services, retirement planning, fixed annuity, insurance, and mutual funds. Most...
