(Richmond, VA) February, 5 2014 – Krissy Whitaker and the TRG Accounting & Finance Search Division are pleased to announce the successful conclusion of our recent placement with an established financial planning and advisory firm in Richmond, VA.
We have historically partnered with our clients to keep them in front of superior, local talent. Specifically, we approached this firm with an exceptional individual, who was discretely considering new opportunities. Upon an introduction, the client quickly created a role where this individual could offer value and significantly contribute to the growth plan of the organization. The new Investment Advisory Analyst is a proven financial executive, a certified public accountant and a certified financial planner. He offers excellent experience with stellar client management and trusted relationship building. He offers a solid “Big Four” accounting foundation coupled with recent successes counseling high net-worth clients with their taxes and investments. He will prove to lead the next generation of the firm’s success!
Should you desire additional information about this successful search or about our firm, please contact Krissy Whitaker, Director of the Accounting & Finance Division at 804-285-2071 or email Krissy at krissy@richgroupusa.com.