
Konnor McLeod
TEAM LEAD, CLIENT TRANSITIONS
Konnor is a key team member working closely with Portfolio Managers and Advisors. He ensures a streamlined process for an efficient and effective management system for Bellwether’s client assets. Konnor takes a hands-on approach to working with and transitioning Bellwether Advisors, and further assists with training and strategy implementation.
Having this front-line approach allows Konnor to contribute to the development of new processes and automations creating a better experience for both Bellwether clients and Advisors.
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