RECRUTING &  HUMAN CAPITAL SOLUTIONS 

 
  • Spent 25 Years in the Securities Industry

  • Managed a Complex of Offices for Merrill Lynch

  • Held Leadership Roles at Sutro and Prudential Securities

Experience

BILL

WILLIS

Deal-Related Services

  • Recruits Top Performing Investment Professionals

  • Initiation of Partnerships

  • Representation

CEO

Willis Consulting Inc.

  • Over 20 years of execultive recruitment experience ​

  • Formerly Executive Director at UBS

  • Held Leadership Roles at Oppenhiemer and Smith Barney

JEFF

BISCHOFF

Deal-Related Services

  • Recruits Top Performing Investment Professionals

  • Full Team Lift-Outs

  • Individual Placements

President

Old Greenwich Consultants

Experience

 
  • Director, Merrill Lynch

  • Complex Director, Morgan Stanley

  • Co-Founder, True North Partners Consulting 

Experience

MARK

ALBERS

Deal-Related Services

  • Practice Comparison

  • Advisor Transitions

  • Firm Due DIllegence and Selection

President and Chief Executive Officer

Albers & Associates Consulting LLC

 

KELLI

  • More than 20 years of financial services industry experience​

  • Director of Business Consulting at Charles Schwab

  • Director of Research and Consulting Services at Investment News

Experience

Deal-Related Services

Owner and CEO
Cruz Consulting Group

  • Recruits Top Performing Investment Professionals

  • Compensation Design

  • Organiziational Evaluation

 

KELLI

CRUZ

© ECHELON Partners 2017. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

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