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Wrong Leo Theriault?

Leo Theriault

Investment Advisor | Financial Planning Partner

Family Wealth Partners

Direct Phone: (704) ***-****       

Email: l***@***.com

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 horizon, degree of aggressiveness, and financial condition. We then eliminate the active manag ... more

Find other employees at this company (26)

Background Information

Employment History

Executive Vice President | Business Development
College Interactive

Education Administration Roles
Nelnet Inc


Financial Aid Supervisor
Universal Technical Institute , Inc.

College Planner | Business Development - Wealth and Investment Coaching
Multiple Companies


B2C Advisor Workfrce Solutions
Apollo Group Inc.

Regional Advisor | Workforce Solutions
University of Phoenix

Web References

Leo ...

collegeinteractive.com [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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