The leadership of The Wealth Consulting Group (WCG) has been established, with Jimmy Lee as Founder and CEO, alongside appointments from Envestnet and LPL Financial.
1 report, 1 independent
Updated Jul 16
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What happened
The leadership of The Wealth Consulting Group (WCG) has been established, with Jimmy Lee as Founder and CEO, alongside appointments from Envestnet and LPL Financial.
Who's involved
What this event is mainly aboutKeep exploring
The entities involved
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Envestnet
American financial services company
Nothing else this week.
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LPL Financial
independent broker-dealer in the United States
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Paul Kim
director and filmmaker
Nothing else this week.
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Jimmy Lee
Accounting Researcher in Singapore
Nothing else this week.
Coverage
Newest first; wire copies grouped- PR NewswireThe Wealth Consulting Group Names Highly Respected Industry Leaders to New Advisory Board Stuart DePina, Jason Ehrlich and Paul Kim join Andy Kalbaugh to work with Founder Jimmy Lee and his team to h