Betsy Yeo Email & Phone Number

Betsy Yeo is a Director of Business Resources and Strategic Planning, Chief of Staff at Financial Partners Group at Financial Partners Group. She possess expertise in fundraising, event management, event planning, nonprofits, marketing and 20 more skills.

Listed skills include Fundraising, Event Management, Event Planning, Nonprofits, and 21 others.

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  Director Of Business Resources And Strategic Planning, Chief Of Staff

  Financial Partners Group

  May 2017 - Present - Indianapolis, Indiana Area

  Betsy’s key responsibility is to work with advisors to form best practices that create successful team selling groups, strategic alliances and business planning. Betsy helps the entrepreneurial advisor build a superior financial practice through providing the resources needed from the beginning of their transition and throughout their career. Additionally, Betsy is the Chief of Staff to the President, Timothy L. Johnston, where she is responsible for the coordination of Financial Partners… Show more Betsy’s key responsibility is to work with advisors to form best practices that create successful team selling groups, strategic alliances and business planning. Betsy helps the entrepreneurial advisor build a superior financial practice through providing the resources needed from the beginning of their transition and throughout their career. Additionally, Betsy is the Chief of Staff to the President, Timothy L. Johnston, where she is responsible for the coordination of Financial Partners Group’s business plan execution so that advisor resources and business strategies correlate with the Firm’s vision and mission. She also holds her FINRA SIE, Series 7 and 66 licenses. 571 Monon Blvd., Suite 150, Carmel, IN 46032. (317) 616-2800. Securities offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a registered representative. Insurance offered through Financial Partners Group and is not affiliated with Woodbury. Show less

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  Indiana University Bloomington

  Management