Founder, CEO & President

Director and Senior Wealth Advisor

Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings

Zoe Raises $30M in Series B Funding

Sageview backs $30m Series B for WealthTech disruptor Zoe

Zoe Secures $30 Million Series B Funding to Power the Future of Wealth Management

HR Business Partner

Mariner is a company focused on creating a culture of excellence and trust, and they are seeking an HR Business Partner to shape strategy and elevate engagement. The role involves building partnerships with leaders, coaching on performance and development, and executing key HR processes to enhance the associate experience.

Vice President, HR Culture and Experience 

Senior Human Resources Business Partner

Senior Specialist, Benefits

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