Integrated Partners Appoints Andree Mohr President
Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves over $18 billion in assets under advisement (AUA), today announced the promotion of Andree Mohr to president.
- Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves over $18 billion in assets under advisement (AUA), today announced the promotion of Andree Mohr to president.
- Mohr joined Integrated Partners as director of business development, applying her acumen from earlier positions to strengthen advisors’ practices through marketing planning, technological enhancements and practice management support.
- Advancing swiftly through executive levels, Mohr also held positions as vice president of strategy and development before assuming her most recent role of chief implementation officer.
- “Choosing Andree for this promotion was a decision that came naturally, thanks to her exemplary dedication and well-proven experience,” said Paul Saganey, CFP® , founder and CEO at Integrated Partners.