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Financial Resources Group Investment Services

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Financial Resources Group Investment Services is comprised of a dedicated team of professionals focused on growing investment services practices for more than 70 financial institutions and 450 independent advisors, nationwide.

Industries

Finance

Headquarters

Fort Mill, United States

Employees

201-500

Links

Org chart

E. Bruce Miller
CEO

E. Bruce Miller

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Steve Lank
President
David Rich
Chief Compliance Officer
Mark Stieve
Managing Director of Business Consulting & Development
Adam Rean Bohlen
Director, Business Consultant
Chris Thompson
Director of Business Consulting
MJ Mulligan
Director, Training
J.J. Hudock
Director of Business Development
Christa Franse
Director of Integration & Technology
Monica Farrell
Director of Operations
Jennifer Hallmark
Senior Marketing Account Manager
Tricia Hutchinson
Senior HR Generalist
Angela Boykin-Wiley
Virtual Relationship Specialist
Gloria DuBose
Senior Practice Management Consultant
Amani Sodhi
Marketing Account Manager
Heather Rossitto
Senior Practice Management Consultant
Amani Sodhi
Marketing Account Manager
Heather Rossitto
Senior Practice Management Consultant
Raymond Miller
Accountant II

Teams

+12

Consulting and Support Specialists

15 members

+6

Consulting and Business Development

9 members

+1

Leadership Team

4 members

Marketing Team

3 members

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