Meet Theo, the pint-sized powerhouse of the Ellevate Team! 🐾 Despite his small stature, he plays a big role in our daily operations! 😍 From charming attendees at dog-friendly financial planning conferences to boosting morale in client and team meetings, Theo is the ultimate mood-lifter! 🎉 We've decided to give him a well-deserved promotion with an updated title! 🏆 Which do you think suits him best: Chief Paws-itivity Officer, Barketing Manager, or Client Relations Canine? Let us know in the comments below! 🐶💬 #MeetTheTeam #FurryFinance #TheoThursday
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Meet Theo, the pint-sized powerhouse of the Ellevate Team! 🐾 Despite his small stature, he plays a big role in our daily operations! 😍 From charming attendees at dog-friendly financial planning conferences to boosting morale in client and team meetings, Theo is the ultimate mood-lifter! 🎉 We've decided to give him a well-deserved promotion with an updated title! 🏆 Which do you think suits him best: Chief Paws-itivity Officer, Barketing Manager, or Client Relations Canine? Let us know in the comments below! 🐶💬 #MeetTheTeam #FurryFinance #TheoThursday
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Excited to have joined Thoroughbred Advisors! Looking forward to helping more individuals, families and businesses reach their financial goals! Please reach out to me to schedule a complimentary consultation to discuss your financial needs and how we can create a customized plan to help you reach those goals! 您想要了解更多資訊嗎？請與我聯繫，安排免費諮商會議，以便可以針對您的金融財務需求，量身訂做專屬您的計劃，來幫助您實現您的財務目標！
Thoroughbred Advisors is pleased to announce that Audrey Lee-Gulotty / 李曉雯 has joined the firm as a Financial Services Professional. At the heart of Audrey’s professional journey lies a commitment to understanding client needs and translating these insights into actionable strategies. Her expertise in fostering and developing client relationships is central to delivering customized solutions that resonate with clients in this complex global marketplace. With every interaction, Audrey aims to embody the values of integrity and innovation, ensuring that her contributions are both impactful and sustainable in helping her clients reach their financial goals. In joining Thoroughbred, Audrey wants to continue helping clients in reaching their goals and dreams by delivering customized solutions that are tailored to their needs. 🎉 Welcome to Thoroughbred Advisors Audrey! #ThoroughbredAdvisors #FinancialPlanning
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Director, Client Advisory at Hundle // Leader of Women & Wealth Strategy // Diversity & Inclusion // Art Enthusiast //
Here's a little insight to what I do at HUNDLE:
Meet The Team: Eleanor de Rusett, Director - Client Advisory Eleanor joined Hundle in September 2023, bringing nearly a decade of wealth management experience to the team. Eleanor spent 9 years at J.P. Morgan working across the US and UK markets. Watch our latest ‘Meet the Team’ video to find out more about Eleanor’s role and the personalised wealth management services we offer at Hundle.
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Talk about a fantastic review for Dean LeBoeuf and Ryan Molaghan! 🎉 Their dedication and hard work truly paid off for their clients in a high-stakes situation or as we at the firm say, when there was #TooMuchAtStake. #TeamworkMakesTheDreamWork #TallahasseePersonalInjury #5StarReview #ClientTestimonial #TopNotchRepresentation 💪🏼🌟
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Some fantastic feedback for our Manager Adam Dunne and his team. To find out more about how Adam (pictured below) helps his clients, visit our website - https://lnkd.in/eYWcVHJn #coventryaccountant #nuneatonaccountant #hinckleyaccountant #clienttestimonial #clientfeedback
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WILLS, LASTING POWER OF ATTORNEY, TRUSTS and PROBATE 📞📲07787410958 📧 Jshepherd@soteriaplanning.uk
MEET THE TEAM 😍 Here is Claire, one of advisers at Soteria Planning 🙌 'She's all about bringing some heart to a usually heavy topic, making the whole planning process a postiive journey for her clients' Check Claire out here https://lnkd.in/dWp94qJ3
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Louie stopped by Pat's office to guide our team towards success. With such a wise advisor, how can we go wrong? 🐾🌟 #ClearConceptsManagement #TeamMascot #OfficeAdvisor #WiseLouie #GuidingSuccess #TeamMascot #OfficeCompanion #SuccessJourney #TeamMotivation
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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.
Meet The Team: Eleanor de Rusett, Director - Client Advisory Eleanor joined Hundle in September 2023, bringing nearly a decade of wealth management experience to the team. Eleanor spent 9 years at J.P. Morgan working across the US and UK markets. Watch our latest ‘Meet the Team’ video to find out more about Eleanor’s role and the personalised wealth management services we offer at Hundle.
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I am Bowhead - JC Bott In this video, JC Bott, now Director of Contracts for UICGS / Bowhead Family of Companies, discusses his role of working with various departments and customers to solve problems, and how we include the 12 Iñupiat Values in our business processes to ensure #TeamBowhead provides the best service possible. "A lot of companies have a mission and values that sit up on a placard somewhere, but Bowhead has ones that actually I see everyday baked into our processes, things like humor, and humility, and cooperation, and I see that done daily through all different departments that come together for proposals, or some kind of solution delivering to the customer." #contractsmanagement #contractsmanager #employeespotlight #employeeexperience #culturematters #valuesdriven #teamwork
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Head of Real Estate at Greenwoods Legal LLP | Expert in property law for hospitality, leisure and retail ventures
Woah...I'm off to the (channel) Islands 🏝️ Some of the team from Greenwoods Legal LLP are swapping screens and teams for some IRL facetime (it's just better) with existing introducers and hopefully some new ones over the next 3 days. A whistle stop tour taking in both islands in 3 days, I think we've got about 15 meetings/breakfasts, lunches and coffees booked in so apologies in advance if I'm a bit jittery when we meet... it's definitely the excitement that comes with relationship building (nothing to do with the coffee ☕). These trips are part of a strategic focus on building relationships with strategic partners on the islands, if we don't manage to see you this time around it won't be long before we are back! In the meantime if you see me stocking up on bananas it's because the potassium offsets the caffeine... No... YOU 🫵 have the coffee problem! #peoplenotpixels #channelislands #networking #newbusiness #realestate
