Tag Archives: Financial Advisory

Elizabeth Allen

Title: 401(k) Manager, Senior Consultant Company: BTA Advisory Group Location: Irvine, Calif. A qualified plans manager, Elizabeth Allen continues in her 16th year as senior consultant at the financial solutions provider, BTA Advisory Group. Wielding 24 years of coaching, plan design, … Continue reading

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Carol Hunter

Title: Owner Company: Accounting by Carol Location: Henrico, Va. Carol Hunter offers expert insight, education and consulting services to clients as the head of a premier consultancy that offers top-of-the-line accounting services, based in Virginia. Ms. Hunter’s expertise allows her … Continue reading

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Jacquie Boles

Title: Director Company: Industrial Bank Location: Oxon Hill, Md. With 17 years of retail banking under her belt, Jacquie Boles continues today in her fourth year as director of the financial services provider, Industrial Bank. Throughout the state of Maryland, … Continue reading

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Cassandra Bliss

Title: Chief Financial Officer Company: Pelopidas, LLC Location: Naples, Fla. Cassandra Bliss initiated her career in accounting because her mother was in involved in the same profession. And while she swore she would never become an accountant, she found out … Continue reading

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