WB
Wendy Bosier
Administrative And Marketing Assistant at Ballentine Capital Advisors
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Work Experience
Administrative And Marketing Assistant
Jan 2021 - Present · 3 years and 11 months
A/P Assistant
Feb 2016 - Jan 2021 · 4 years and 11 months
Clothing Room Supervisor/3Rd Key
Sep 2012 - Feb 2016 · 3 years and 5 months
Company Details
Ballentine Capital Advisors specializes in working with individuals and businesses to assess, plan, implement, monitor and review the overall wealth of its clients. Our process… is designed to minimize the taxation and administrative burden that a lack of planning or bad planning may bring. Our goal… is to maximize the wealth creation and protection of our clients through dedicated guidance and unbiased views. We partner with our clients to review all areas of wealth to ensure that a coordination of total wealth management takes place. We foster strategic partnerships with other professionals such as CPAs and attorneys to make sure this process is a collaboration of experts for the benefit of our clients.
Year Founded
2006
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Long Term Care
HQ Location
15 Halton Green Way Greenville, South Carolina 29607, US
Keywords
RetirementRetirement PlanningFinancial PlanningFinancial AdvisorWealth ManagementRetirement Income PlanningWealth Advisor
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