Experience

Elite Consulting Partners

• United States
• Financial Services
• 1 - 100 Employee

• Business Development Manager

  • Aug 2023 - Present

  Elite Consulting Partners is an advisor transition consultant, business consulting, and broker-dealer M&A firm focused on providing strategic advice and solutions to the financial services industry. We offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process. We work with many of our clients in areas concerning transitioning to a new broker dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing head-count, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages. Elite Consulting Partners serves as your strategic consulting partner, within the financial services industry to maximize the value of your business during a transition, growing your revenue through advisor acquisition, and exploring other opportunities to monetize the value in your business. We serve as the bridge connecting advisors and businesses to unbiased actionable opportunities. We deliver competitive consulting intelligence to maximize your revenue and increase the equity within your practice or business. Show less



Hughes & Associates - Placement Partners, Inc.

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Executive Assistant

  • Jun 2017 - Aug 2023



Law Office of Kevin Fine

• Austin, Texas Area

• Legal Assistant

  • Jan 2013 - May 2017

  Performed clerical duties for office, met with new clients, prepared for trials, communicated with court officials and filed documents with the courts. Performed clerical duties for office, met with new clients, prepared for trials, communicated with court officials and filed documents with the courts.



City of Austin WIC

• Nutritionist

  • May 2016 - Mar 2017

• Site Lead- Summer Food Service Program

  • May 2016 - Feb 2017

  Receive and serve meals, monitor temperature of meals, complete meal count forms for the Capital Area Food Bank, order appropriate number of meals, direct communication with WIC participants about other social services, and other tasks for WIC clinic leads.



Hughes & Associates

• Office Manager

  • Aug 2009 - May 2011

  Placement Partners, Inc. is an executive search firm, specializing in the recruiting for an exclusive list of client firms. The two principals of the firm are John Crockett and Sean Hughes. Hughes & Associates is the division that specializes in recruiting financial services professionals. It has been successfully working for an exclusive client list of broker/dealers (BDs) for over three years. Our clients are all strong regional NYSE member firms or large national independent firms. All of our client firms are profitable, growing, not tainted by any negative publicity or scandal and seeking to attract brokers who serve the “middle market” and not just “high net worth” clients. The firms are all growing rapidly while most of the former financial icons of Wall St. are shrinking. Show less