Bank of America Private / Citi Private Bank / MetLife Financial Services / /
Country
Taiwan / Germany / Switzerland / Netherlands / United Arab Emirates / South Africa / New Zealand / Thailand / Colombia / Indonesia / Turkey / France / Malaysia / Japan / Austria / United States / Brazil / Canada / Australia / United Kingdom / China / Singapore / Israel / South Korea / India / Ireland / /
BOARD OF DIRECTORS DENVER / CFP Board’s WIN Council / Board of Directors Page / University of California / Los Angeles / FPSB Board / FPSB Board of Directors / U.S. Trust / CFP Board / /
Person
NANCY KISTNER / Steve Helmich / / /
Position
Managing Director and Wealth Planning Solutions Market Director / chairwoman / Head of Financial Planning Training / Director of Marketing and Communications / Director and Head of Financial Planning / international CERTIFIED FINANCIAL PLANNER / chairperson / CERTIFIED FINANCIAL PLANNER / thoughtful leader in the U.S. / chairwoman / Board of Directors / leader / /