Lillis Breland
Client Transition Manager @Balentine
Atlanta, GA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2018 — Present
Client Transition Manager @Balentine
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Atlanta, GA, US
EDUCATION
N/A
Texas Tech University
Bachelor of Science (B.S.)
SKILLS
Estate PlanningWealth Management ServicesTrustsMulti-Generational Wealth TransferHigh Net Worth IndividualsWealth ManagementRetirement PlanningFinancial ServicesTrust ManagementMicrosoft ExcelRisk ManagementPortfolio ManagementIrasInvestment AdvisoryTrust ServicesFinancial AnalysisAsset ManagementInvestment ManagementBudgetsFinance
ABOUT LILLIS BRELAND
Client Transition Manager at Balentine
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