Tag Archives: Wealth Management

Lisa Detanna

Posted on November 18, 2016 by

Title: Managing Director, Senior Vice President of Investments Company: Raymond James Location: Beverly Hills, CA United States Dedicated and determined, Lisa Detanna has been providing wealth management advice to a diverse base of affluent individuals and families for more than 25 years. Her … Continue reading →

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Dr. Frumi Rachel Barr

Posted on July 26, 2016 by

Title: Founder, Chief Inspiration Officer Company: Scaling 4 Growth Location: Berkley, CA United States Driven by her desire to help people, Frumi Barr founded her own management consulting business, Scaling 4 Growth. Through her company, she provides a safe environment for leaders and … Continue reading →

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Gillian Busard

Posted on December 21, 2015 by

Title: Owner Company: Longboat Key Financial Group Location: Sarasota, Fla. As owner of Longboat Key Financial Group, Gillian Busard provides financial consultancy and risk management services to the Florida area. Through her work with this firm, she demonstrates expertise in financial consulting, operation … Continue reading →

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Kathryn Hayden

Posted on July 14, 2015 by

Title: Account Vice President for Wealth Management Americas Company: UBS Financial Services, Inc. Location: Houston, Texas Ms. Hayden has more than 40 years of experience in the securities industry, beginning at Reynolds Securities. She then joined Kidder, Peabody & Co. … Continue reading →

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