New estate planning offering focuses on driving productivity and efficiency for advisors and wealth strategists serving high-net-worth and ultra-high-net-worth clients
Chalice Wealth Partners, the parent company of Chalice Financial Network™, an online member-based digital marketplace for independent, small and midsized businesses, today announced the addition of Jean-Paul (JP) Guilbault to its board of directors. fintech news Guilbault is a proven technology and business visionary, board member and community leader with more than 25 years of commercial, operational and strategic management experience. He’s worked for global brands that include Dun and Bradstreet, Intuit and Constant Contact,...
