Carolyn Armitage
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Personal Information
Unternehmen/Arbeitsplatz
Manhattan Beach, CA United States
Beruf
Investment Banker & Management Consultant
Branche
Finance / Banking / Insurance
Webseite
www.echelon-partners.com
Info
Carolyn Armitage is an Managing Director for ECHELON Partners and has more than 29 years of experience being a change management catalyst. She improves strategy, market share, profitability, people, processes & team dynamics for RIAs, Broker Dealers and Hybrid RIAs.
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dol rule fiduciary wealth management update original research white paper 2017 deal making manhattan beach lpl financial acquisition mergers succession planning hybrid breakaway investment banking m&a ria
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The Echelon RIA M&A Dealbook

Vor 7 Jahren • 1115 Aufrufe
Personal Information
Unternehmen/Arbeitsplatz
Manhattan Beach, CA United States
Beruf
Investment Banker & Management Consultant
Branche
Finance / Banking / Insurance
Webseite
www.echelon-partners.com
Info
Carolyn Armitage is an Managing Director for ECHELON Partners and has more than 29 years of experience being a change management catalyst. She improves strategy, market share, profitability, people, processes & team dynamics for RIAs, Broker Dealers and Hybrid RIAs.
Tags
dol rule fiduciary wealth management update original research white paper 2017 deal making manhattan beach lpl financial acquisition mergers succession planning hybrid breakaway investment banking m&a ria
Mehr anzeigen