by AndrewC19r | Oct 30, 2023
Cheryl Knapp Associate Transition Consultant Cheryl’s role is to connect advisors with firms that will best support their practice. She assists advisors to narrow down their search for the most suitable opportunities through a consultative approach, striving to allow...
by AndrewC19r | Sep 21, 2023
Raylene McDowell Business Consultant Raylene possesses a wealth of financial services expertise with a decided focus on client relationship management and has achieved a reputation for seamlessly combining her communication and management skills to deliver clients the...
by AndrewC19r | Sep 11, 2023
Julian Chenault Business Consultant Julian is a powerhouse in the financial services recruiting and consulting profession, notable for her reputation as a fearless client advocate and champion for advisor success. Her career boasts more than 30 years of sales and...
by AndrewC19r | Sep 7, 2023
Jake Lewing Business Consultant Jake’s resume boasts a multi-year history of serving in a leadership capacity at top performing firms in the financial services industry. Among his career highlights are the role of Vice President, Private Equity at Capstone as well as...
by AndrewC19r | Sep 6, 2023
Sean Rogers Chief Financial Officer Sean has achieved a distinguished career with a resume boasting multiple leadership roles in finance punctuated by more than a decade of in-depth financial management and accounting expertise. His vision of how financial and...
