Leonel J. Burrola Email & Phone Number

San Diego, California, Us

Placing professionals isn’t a numbers game. It’s about the human connection. Boutique Recruiting adds a personalized touch to job placements by taking the time to meet with both candidates and hiring companies face to face. If you are a hiring company, think of Boutique Recruiting as an extension of your recruiting department. We deliver the exact technical and cultural fit. If your a job candidate, it’s time to take a proactive approach to your career! It’s the truth, many jobs are filled before they are even posted. This is the case of who you know not what you know. If choose to partner with us, you’re in luck because we know the hiring managers who have the inside track with potential employers.Apply Here - Jobs.BoutiqueRecruiting.com

Specialties:Corporate Retirement Plans• Fiduciary Assessment• Investment Management• Vendor Search • Fee & Expense Analysis and Benchmarking• Investment Policy Statement Development• Investment Committee Charter• Participant EducationPrivate Wealth Management• Investment Management• Risk Analysis and Profiling• Capital Needs Analysis• Investment Policy Development• Retirement Income Distribution Strategies• Concentrated Stock Positions• Asset Allocation Development• Legacy/Wealth Transfer

• Wealth Management• Financial Planning• Retirement Plan Solutions(401k, 403b, etc)

Springfield, Massachusetts, Us

I provide total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services (401k, 403b, etc.)• Business continuation strategies • Trust services

-Serviced over 150 dental practice transitions by developing client relationships to achieve company revenue goals while providing exceptional client service; -Financial reviews and auditing of financial statements, depreciation schedules, individual and corporate tax returns;-Promoting cross platform services to clientele furthering corporate goals of full service integration for all clients; -Providing onsite sales support at sales workshops; promoting, discussing -Selling financial planning, dental consulting and dental transition services.

Cfp, Certified Financial Planner

Ba, Religious Studies

Education record