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This profile was last updated on 2/29/16  and contains information from public web pages and contributions from the ZoomInfo community.

Business Development Representati...

Phone: (704) ***-****  
Email: l***@***.com
Local Address:  Charlotte , North Carolina , United States
Family Wealth Partners
1028 Lee-Ann Drive Suite 218
Concord , North Carolina 28025
United States

Company Description: At Family Wealth Partners we focus on proper diversification and asset allocation to enhance the probability of success given your unique goals, investment time...   more

Employment History

Board Memberships and Affiliations

Web References
Leo ... [cached]
Leo Theriault
New Business Development
Leo brings over 20 years of higher education industry experience to Ci, helping build relationships with and between colleges and students. He has held business development, marketing and higher education administration roles with Nelnet-Education Planning & Financing, Key Bank- Key Education Resources and the University of Phoenix among others. He is a Financial Advisor with Family Wealth Partners in Charlotte, NC, continuing to help families realize college education dreams and reach their financial goals. Leo is a graduate of the University of Connecticut and his daughter, Riley, will enroll in college in 2024. Leo plays ice hockey and guitar, loves the beach and spending time with family and friends.
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