• Financial Consultant

    Hantz Group (Traverse City, MI)
    …*Banking & Cash Management *Estate Planning *Financial Planning & Retirement *Tax Strategy and Planning *Debt (Commercial and Consumer Lending) *Property & Casualty ... Michigan. We maintain additional offices serving communities in Northern Michigan, Mid -Michigan, the Capital area, Metro Detroit, Southern Michigan, and the Toledo… more
    Hantz Group (04/18/24)
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  • Director, Early Career Investor Development…

    Wellington (Boston, MA)
    …Fund Group, Private Investments, Sustainability, Investment Boutiques, Research, Science & Strategy ) in the Americas, EMEA and APAC regions. The team collectively ... strategic impact on the firm and our clients. Of note, our firm's DEI strategy places a great emphasis on recruiting and developing a highly diverse early career… more
    Wellington (03/08/24)
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