
From IBM VP to Advisor: How Stephanie Carmel shifted gears to pursue her passion of becoming an advisor.
After a successful career at IBM Corporation, holding leadership positions in sales and sales operations, Stephanie Carmel had an “aha” ...

Leadership Redefined: Michele Walthert’s journey from financial advisor to RIA leadership
Michele Walthert grew up in Switzerland. When her father suggested she “broaden her horizons” and go to college in the ...