Leo Theriault work email
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Leo Theriault personal email
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I love and continue to enjoy being part of organizations and working with people improving themselves and others through education, learning and application......★ Contact me to schedule a time to talk: Mobile-704-564-1955 | Email-leo@fwpcharlotte.com..... As an Advisor with Family Wealth Partners (FWP), I offer our Financial Planning and Investor Coaching expertise; providing education and guidance based on academic principles backed by Nobel Prize winning research. We help our clients apply this knowledge in all their planning, financial decisions, 401ks, IRAs, Mutual Fund investing and other investment accounts.★ Family Wealth Partners – Independent, Fee-based, Fiduciary, Registered Investment Advisor (RIA) firm• Personal Financial Planning & Investing Advice for Families & Individuals• Investment Assistance: Current/Old 401k, IRAs, College Funds, other Investments.• Ongoing Investor Education/Investing Education Series (IES) Events/Presentations• Retirement Planning and Income in Retirement Strategies• Small/Family Business Planning Assistance: Business Structure, Cash Flow, Retirement Plans• Insurance and Income Protection Assistance• Tax Efficiency & Tax Planning Guidance (done in addition to and/or with your accountant)• College Planning & Funding Strategies Assistance★ Learn More: www.fwpcharlotte.com .....Areas we help: Financial Planning, Cash Flow, Debt Management, Borrowing, Mortgages, Divorce, Wealth Management, Investment Advice, Retirement Planning, Retirement Plans, 401K, SIMPLE IRA, SEP IRA, IRA, Roth, 401K Rollover, Rollover IRA, Tax Efficiency, Business Planning, Mutual Funds, Stocks, Bonds, Insurance, Wealth Coaching, Investment Coaching, College Planning, 529 Plan, Financial Aid, Student Loans
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ConsultantCollege InteractiveCharlotte, Nc, Us
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Investment Advisor | Financial Planning PartnerFamily Wealth Partners Nov 2013 - PresentConcord, Nc, UsFamily Wealth Partners (FWP) is an Independent Registered Investment Advisory (RIA) firm in Concord and Charlotte, NC. As an Investment & Wealth Coach, we work with people who are serious about their goals, desire to learn as they make smart financial decisions, and benefit from the guidance true financial professionals. If you have a 401k, IRA, 529 Plan, Mutual Funds, Stocks or Other Financial Accounts or intend to invest in them, you can benefit from our approach and advice.We teach & coach to follow simple rules, avoid common traps and recognize misguided advice perpetuated by the Financial Media, Wall Street, the Mutual Fund Industry and even some other Advisors: ✔ Eliminate stock picking, market timing, and chasing performance - anywhere in or around your Investments ✔ Use Structured/Market-Based/Index-type funds to own a global, well diversified investment portfolio✔ Understand your investing strategy and stay disciplined to itWorking With FWP - Investor Coaching | Wealth Coaching | Financial Planning | College Planning♦ A Fee-Based, Fiduciary Standard Advisor (RIA) - Guidance in Your best interest, Always♦ Investment Portfolio Analysis | 401K, IRA, Mutual Funds, etc. ♦ Smart Diversification & Asset Allocation Solutions | Engineered Market Based Portfolios♦ TuitionFocus – Paying for College Strategy | SAT/ACT Test Prep | College Search♦ Investor Education - Engaging Events to increase knowledge & build confidenceFWP utilizes a validated investing approach based on Nobel Prize winning research. We implement a strategy that can help you achieve your objectives and feel better about how you're doing it - no speculating and gambling with your money. Our advice and engineered portfolios can help you most effectively invest within your 401K, IRA, Mutual Funds and other investment accounts. ★ Call or Email Me Today to learn more, schedule a meeting & get your copy of The INVESTOR AWARENESS GUIDE ★ 704.564.1955 | leo@fwpcharlotte.com -
ConsultantCollege Interactive Apr 2015 - PresentCanton, Massachusetts, UsCollege Interactive (Ci) is revolutionizing the Marketing and Recruitment capabilities of College and University Admissions, Enrollment and Communications offices while transforming the College Planning & Search process for students. College Admissions partners communicate, connect and engage directly with students using Ci’s sophisticated mobile technology platform.
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Member Board Of DirectorsXcel 2 Fitness International Jun 2017 - Jan 2020Xcel 2 Fitness is a 501(c)(3) non-profit organization. We are an after school program for 3rd-5th grade boys with a mission to use fitness to impact character. Our program is carried out through a 6-week curriculum that teaches speed, agility, strength, balance, and cardio while embedding teamwork, leadership, and goal-setting into each session. The program functions after school 2 days each week for 1 hour. After the 6 weeks, all teams in the area meet at the DREAM CHASER CHALLENGE. The Dream Chaser Challenge is a fun family event with a timed obstacle course challenge for each X2F team. There are also games, vendors, concessions, and music. Teams from all over the area are represented, making for a great opportunity to celebrate our boys and show off their hard work.
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Regional Advisor | Workforce SolutionsUniversity Of Phoenix Sep 2012 - Aug 2013Phoenix, Az, UsConsulted with corporate and government organizations about college admissions and enrollment in University of Phoenix programs in over 20 undergraduate and graduate degrees, both online and at campus locations. ► Worked with corporate leaders and executive staff to identify and provide ways the university could be a part of meeting and exceeding organization/employee needs and goals through college admissions and enrollment assistance.► Informed corporate staff regarding program availability, college planning process and financial planning assistance availability. -
ConsultantTuitionfocus 2011 - 2012Provided college planning, financial aid and financial planning tools and resources to help families and individuals implement a strategy to reach their college education goals.► College Admissions Counseling► SAT/ACT Test Prep Assistance► Financial Aid Estimation & GuidanceFocus is paying less and making good financial decisions on a student's choice of best fit colleges.
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Financial Aid SupervisorUniversal Technical Institute 2009 - 2011Phoenix, Arizona, UsSupervised a team of Financial Aid Advisors and the Student Loan Processor at the school. Responsible to ensure the timely and accurate financial aid packaging, cost and aid understanding and funds delivery to help students and their families pay school tuition and fees. ► Federal Financial Aid FAFSA Application process► Federal Student Loans and Grants | Parent Loans | Private Student Loans► Debt Management | Student Loan Repayment CounselingWorked closely with College Admissions, Education, Accounting and Employment Services departments to focus on delivering a great “student experience”. -
Vice President | Campus DirectorNelnet College Planning And Financing 2006 - 2008Lincoln, Nebraska, UsProvided and promoted Nelnet's quality student loan products and services, as well as a full range of student-lending services and technology-based products. ► Worked closely with Financial Aid Directors, Admissions offices and Bursars to offer, deploy and support our products and services at colleges in North Carolina, South Carolina and Virginia. -
Senior Client Relations ManagerEdfund 2003 - 2006UsOffered and supported EdFund's student loan guarantee services, advanced student loan processing solutions and default prevention techniques at colleges and universities in North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. ► Consulted with Directors of Financial Aid to provide a wide range of financial aid, student loan debt management and financial literacy information for students and parents. -
Senior Education Financing SpecialistKeybank 1997 - 2003Cleveland , Ohio, UsMarketed Key Education Resources federal student loans, private student loans and the "Monthly Payment Plan", tuition installment payment service at colleges and universities in North Carolina, Tennessee and Virginia. ► Managed relationships with Financial Aid Office administrators, Deans of Admissions and Enrollment Management and Directors of Student Accounts to present and service our offerings for student, parent and school benefit. -
Marketing And Information SpecialistCollege Foundation, Inc. 1997 - 1997Raleigh, Nc, UsProvided guidance about Financial Aid, student loan programs and the benefits of borrowing through College Foundation to students and parents as well as high school and college administrators,► Presented CFI programs and services at Educational Opportunity Conferences, Financial Aid Workshops and other industry functions.► Counseled students and parents regarding Financial Aid forms, education loan applications and student loan borrower rights and responsibilities. -
Client Relations RepresentativeAmerican Student Assistance 1992 - 1996Boston, Massachusetts, UsAdvised schools, lenders, students and parents concerning ASA's student loan guarantee services, Title IV funding guidelines, the Financial Aid process and disbursement of loan funds. ► Served as liaison between student, parent, college and bank customers and ASA, facilitating prompt resolution of issues concerning products, services, policy and regulatory requirements.► Reviewed, updated and approved student loan applications with ASA's internal loan processing system.
Leo Theriault Skills
Leo Theriault Education Details
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University Of ConnecticutPsychology -
University Of North Carolina At Chapel HillCoursework In Web Page Design
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Arlington High School
Frequently Asked Questions about Leo Theriault
What company does Leo Theriault work for?
Leo Theriault works for College Interactive
What is Leo Theriault's role at the current company?
Leo Theriault's current role is Consultant.
What is Leo Theriault's email address?
Leo Theriault's email address is le****@****ess.com
What is Leo Theriault's direct phone number?
Leo Theriault's direct phone number is +170456*****
What schools did Leo Theriault attend?
Leo Theriault attended University Of Connecticut, University Of North Carolina At Chapel Hill, Arlington High School.
What are some of Leo Theriault's interests?
Leo Theriault has interest in Habits, Football, Art, Personal Development, Health And Wellness, Ice Hockey, Health, College Basketball, See 7, Children.
What skills is Leo Theriault known for?
Leo Theriault has skills like Leadership, Training, Management, Strategic Planning, Marketing, Team Building, Account Management, Strategy, Coaching, New Business Development, Customer Service, Crm.
Who are Leo Theriault's colleagues?
Leo Theriault's colleagues are Milena Salazar, Laurin Mcgee, Robert Feldman, Jill Kraus.
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