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Ria consulting firm fp transitions has tapped scott leak, whose institutional sales role at tdai was cut in the wake of schwab's acquisition, as a senior consultant. Previously, scott was a board member at project pink'd and also held positions at td ameritrade, charles schwab. Scott leak, cfp®, cepa® is a senior consultant and the director of business development at fp transitions, the industry's leading provider of valuation, succession planning, and m&a consulting
Scott is a seasoned professional continually at the forefront of supporting independent advisors and has been a driving force in the financial industry for over 25 years Scott leak is a senior consultant and director, business development at fp transitions based in lake oswego, oregon Scott began his career at.
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Whitepages found 11 people named scott leak in the u.s., with detailed contact info. Scott leak cfp®, senior consultant Scott joins fpt after more than two decades with td ameritrade where he helped build what became td ameritrade institutional At td ameritrade, i was a part of a solution that accelerated so many advisors in finding success transitioning to the independent advisory model, he explains.
We find leaks others can't, and we fix leaks others won't View the profiles of professionals named "scott leak" There are 9 professionals named "scott leak", who use linkedin to exchange information, ideas, and opportunities. Advisorpedia talked with scott leak, director of business development and senior consultant of fp transitions, at the 2023 insite conference in orlando, florida.
Through the knowledge learned in the credentialing program, cepas holistically plan for an owner's life outside of their business while.
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