Joe Lentz

Associate Consultant with The Terrana Group

Role: Associate Consultant at Terrana Group Llc
Location: Chicago, IL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Associate Consultant
Terrana Group Llc
Jul 2024 — Present · Chicago, IL, US
Recruitment and Placement of Financial advisors by matching them with partner firms that align with their individual needs and career goals.• Consultation and guidance as to transitioning Financial Advisors into the fully supported independent space, building client relationships and leveraging technology in the Wealth Management field.

Education

Valparaiso University
Bachelor of Arts - BA
Washburn University School of Law
Doctor of Law - JD

Contact information

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Work email
•••••@terranagroup.com
Personal email
•••••@•••••.com
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Current company

Terrana Group Llc

Financial Services · 26 employees · Founded 1992 · Chicago, Illinois, United States

TERRANA GROUP since 1992, a top nationally recognized Financial Advisor recruiting firm and business development consulting company for Advisor and Stockbroker placements with Broker Dealers, Wealth Management Firms, Investment Securities Brokerages, Independent Broker Dealers and Registered Investment Advisors throughout the USA. We are proud to report that for over 33 years, TERRANA GROUP has been involved in over professional placements for Financial Advisors with client assets transferring to the hiring firm nearly exceeding $100 billion dollars. At TERRANA GROUP we are experts in recruiting, transition and consulting for investment securities professionals. Since 1992, we have built strong relationships with key decision makers at all of the most acclaimed financial firms. We provide the over-all know how of interpreting the financial services marketplace, whether your preference is an Independent Broker Dealer, RIA/Hybrid, or Traditional Brokerage (wirehouse, regional, boutique, or bank). We pride ourselves by representing leading Financial Advisors across the country. TERRANA GROUP pays great attention to detail and delivers results. TG effectively locates and pre-screens each candidate, in-person when strategically possible. TERRANA GROUP believes in active representation and in keeping, our clients and candidates are well informed throughout all stages of our representation. In summary, whether you are a client or a candidate, we have the infrastructure to provide you with countless qualified contacts, start to finish support, and specific presentation and negotiation skills to result in a complete placement.

terranagroup.com

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Experience

Associate Consultant

Education

Valparaiso University

Washburn University School of Law

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