BeneSys, Inc.’s Post

Next in the HUNDLE meet the team series is Eleanor de Rusett, Director -Client Advisory. Watch the video below to find out more about her role and how she works with our current and perspective clients.

So fired up that Kayla Nowak, CFA, CPA has joined the team in San Antonio! She is super smart and our clients will really benefit from her knowledge and market insight!! Welcome Kayla Nowak, CFA, CPA! #marketinsight #bestbankers

Here's a little insight to what I do at HUNDLE:

🤝 Mishcon de Reya LLP has hired Marianne Kafena and Idina Glyn as partners, strengthening its private team in the London office. Read more on eprivateclient

As Tavistock Partners transitions to new ownership under Saltus, we are assessing the potential impact on both advisers and clients. If you believe this change may affect your role or career, please do not hesitate to reach out to me directly at 07828 570200 for a confidential discussion.  #financialadviser #ifajobs #financialadvisorjobs #financialadvisory

With this level of management expertise and experience, a business plan that shines, the quality and quantity of reinsurance in place, and Gallatin Point Capital, they come out of the gate with a Financial Stability Rating of A, Exceptional.

Big Law Partner Lateral Moves Feel free to reach out for a confidential discussion of current lateral opportunities - partner , group or merger options .

I'm very excited to welcome Bill Whitt to the Datos Insights wealth management team. As a strategic advisor, Bill will put his robust analytics capabilities and insights and industry experience (Charles Schwab, CME Group, Northern Trust) to work on behalf of our clients. Upcoming areas of focus include goals-based investing and the evolving role of the financial advisor. #data #insights #innovation #digital #wealthmanagement #financialplanning #goals #portfoliomanagement #billing #fintech #investments #strategy #advice #retirement #privatebanking #financialwellness

From our Attorneys' Best Practices Meeting, focused on enhancing client service, to an engaging axe-throwing team-building activity, our attorneys and directors excelled in both arenas. 🪓 Don't miss the last segment showcasing our Operations Manager, Roni, impressively hitting the target in high heels! 👠 #TeamBuilding #ClientService #ParnallLawFirm #LeadershipInAction

Celebrating some of our latest wins! Big shoutout to our incredible brokers in the West Rand! 🏆 Their expertise, dedication, and sharp skills make all the difference. Here's to many more successful deals ahead! 🌟 #WestRandSpecialists #BrokerBrag #DealMakers