Protected: Tina Dhar
03 Tuesday May 2016
Posted in Consulting, Finance
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Tag Archives: wealth management
Laurie M. Renton
12 Tuesday Apr 2016
Posted in Consulting, Counseling
Title: 1) Owner, Financial Advisor 2) Life Matters Coach
Company: 1) LR Future Insurance & Investments 2) Life Matters, Life Coaching, Inc
Location: Yorkton, SK, Canada
Yorkton, SK, Canada, March 16, 2016, Laurie M. Renton, Owner and Financial Advisor of LR Future Insurance & Investments and Life Matters Coach at Life Matters, Life Coaching, Inc, has been recognized by Elite Women Worldwide, for dedication, achievement and leadership in insurance and life coaching.
In both of her business ventures, Ms. Renton’s goal is to empower the lives and livelihoods of her clients. Whether it is guiding them in insurance and investments, or, helping clients create and follow a life plan, Ms. Renton ensures her expertise is applied to each aspect. As she coaches on wealth management with LR Future Insurance & Investments, and life coaching with Life Matters, Life Coaching, Inc, her clients reaching their goals is her goal. For nearly three decades, Ms. Renton has worked tirelessly with her clients, treating each client with love and understanding. Continue reading
Slavica Esnault-Pelterie
17 Wednesday Feb 2016
Posted in banking, Finance, Uncategorized
Title: Partner, Wealth Management
Company: Mantor
Location: Genève, Switzerland
Genève, Switzerland, February 8, 2016, Slavica Esnault-Pelterie, Partner of Wealth Management with Mantor, has been recognized by Elite Women Worldwide, for dedication, achievement and leadership in wealth management.
Driven by high moral and professional standards, Ms. Esnault-Pelterie has spent the better part of four decades solidifying her reputation as a leader in the financial world. She considers the greatest highlight of her career to be her rapid advancement through the corporate ladder, which was no easy task for a woman pursuing a career in finance. Despite her ambitious attitude, Ms. Esnault-Pelterie has been continually recognized for her loyalty to her client base, as well as the banks she serves. Throughout her 35-year career, she has only ever worked for two banks: American Express Bank in Paris, and Schroder & Co Bank in Geneva. Continue reading
Nancy A. Leming
02 Wednesday Dec 2015
Posted in Finance
Tags
banking, client relationships, financial services, high-end portfolios, portfolio assessments, private banking, secured loans, unsecured loans, wealth management
Title: Director of Private Banking
Company: First Merchants Trust Company
Location: Indianapolis, IN United States
Indianapolis, IN, November 19, 2015, Nancy Leming, Director of Private Banking for First Merchants Trust Company, has been recognized by Elite Women Worldwide for dedication, achievements and leadership in financial services.
Successful because of her drive and hard work, Ms. Leming brings with her more than 21 years of experience in the financial field. In her career, she has worked in many aspects of banking, from starting out as a teller, progressing to wealth manager and now the director of private banking. In her role, she manages high-end portfolios, financial wealth management and portfolio assessments. Ms. Leming also oversees secure and unsecured loans, while monitoring and maintaining client relationships.
Jackie Porter, BA Hons., CFP
20 Friday Nov 2015
Posted in Finance
Tags
finance, financial planner, investment services, planning services, wealth management, wealth manager
Title: Certified Financial Planner
Company: Carte Wealth Management
Location: Mississauga, ON Canada
Jackie Porter brings 18 years of experience to her role as a Certified Financial Planner of Carte Wealth Management. She chose this career path because it provided her with the ability to manage her own money, it enabled her to make major decisions, and see the things that affected her as a minority and as a woman. It enabled her to learn what she could do with her money to secure her future and her family’s future. It enabled her to empower herself and, in doing so, empower other women financially. Her greatest strength is helping her clients to make informed decisions around money.
Elite Women Worldwide 