SH

Sara Hilliard

Chief Operating Officer and Executive Partner

Quintessence Wealth


Contact Information

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Company Information

Company
Quintessence Wealth
Industry
financial services
Employees
110.0
Seniority
C suite

Technologies

Salesforce Cloudflare DNS Amazon SES Outlook Pardot Amazon AWS Netlify Webflow Freshdesk DoubleClick DoubleClick Conversion Facebook Custom Audiences Mobile Friendly Google Dynamic Remarketing Linkedin Marketing Solutions Google Tag Manager Facebook Widget reCAPTCHA Google Font API Facebook Login (Connect) Remote

Keywords

wealth management portfolio management investment strategies financial planning high-net-worth individuals fiduciary duty canadian securities financial advisors investment management next-generation technology client experience financial products wealth preservation retirement planning financial independence comprehensive services digital apps cost transparency investment solutions institutional investors client-centric approach wealth advisory partner firms multidisciplinary team fee structure risk management customer support asset management financial literacy lifestyle-focused planning financial transitions personal finance financial innovations behavioral finance investment minimums family offices investment funds financial regulations wealth protection investment analytics relationship management financial services collaboration client engagement financial ecosystem regulatory compliance strong partnerships high-quality service investment advisor financial technology financial services finance technology information technology & services

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