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Lillis Breland - Email & Phone Number

Client Transition Manager at Balentine

Lillis Breland is based out of Atlanta, Georgia, United States and works at Balentine as Client Transition Manager.

Lillis Breland's Contact Information

Lillis Breland's Work email
l*****@balent***.com
Valid
Latest update
October 27, 2025
Location
Atlanta, Georgia, United States

Lillis's current employer

Balentine logo

Balentine

Description
Balentine is an employee-owned wealth management firm with offices in Atlanta & Raleigh. From institutional management to financial plann...
HQ Location
Atlanta, GA, United States
Number of employees
11-50
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Lillis Breland

What company is Lillis Breland working for?
Lillis Breland works for Balentine.
What is Lillis Breland's function at Balentine?
Lillis Breland is Client Transition Manager at Balentine.
Where is Lillis Breland based?
Lillis Breland is based out of Atlanta, Georgia, United States.
What is Lillis Breland's work email address?
Lillis Breland's professional email address is l*****@balent***.com
Who are Lillis Breland's co-workers?
Lillis Breland's colleagues are Robert Balentine, Brittain Prigge, Adrian Cronje, Kaitlyn Farley, Rosa Lubbers, Karin Fuller, Bradley Martin, Christina Callesis, Mark Bell, Kenneth Jackson, Elizabeth Thomas, John Maddison, Mallorie Reynolds, Susie Wang, Alexa Gevin, Matthew Gilbert, Emily Cornell, Mary Bell, Michael Pearson, Kathryn Sandoval, Michael Imber, Rob Ragsdale, Jennifer Dangar, Joshua Friedland, Leslie Farman, Will Revels, Ina Toderita, Josh Grubbs, Jason Howard, Andre Forbes, Jennifer Pcholinsky, Emily Barbour, Michael Binnicker, Clifton Dortch.
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Lillis's co-workers

Robert Balentine avatar
Robert Balentine
Chairman
Brittain Prigge avatar
Brittain Prigge
President
Adrian Cronje avatar
Adrian Cronje
Chief Executive Officer and Founding Partner
Kaitlyn Farley avatar
Kaitlyn Farley
Office Coordinator and Administrative Associate, Raleigh Office
Rosa Lubbers avatar
Rosa Lubbers
Office Coordinator and Administrative Associate
Karin Fuller avatar
Karin Fuller
Executive Assistant to the CFO, Director of Accounting & Finance, and Investment Strategies Team
Bradley Martin avatar
Bradley Martin
Partner, Head of Atlanta Wealth Management
Christina Callesis avatar
Christina Callesis
Director of Human Resources
Mark Bell avatar
Mark Bell
Head of Private Capital and Family Office, Partner
Kenneth Jackson avatar
Kenneth Jackson
Head Trader
Elizabeth Thomas avatar
Elizabeth Thomas
Director of Marketing
John Maddison avatar
John Maddison
Partner and Head of Financial Planning
Mallorie Reynolds avatar
Mallorie Reynolds
Director of Accounting and Finance
Susie Wang avatar
Susie Wang
Director, Investment Strategy Team
Alexa Gevin avatar
Alexa Gevin
Executive Assistant & Office Receptionist
Matthew Gilbert avatar
Matthew Gilbert
Associate
Emily Cornell avatar
Emily Cornell
Multi-Family Office Relationship Associate
Mary Bell avatar
Mary Bell
client services manager
Michael Pearson avatar
Michael Pearson
Chief Compliance Officer
Kathryn Sandoval avatar
Kathryn Sandoval
Financial Planning Manager
Michael Imber avatar
Michael Imber
Multi-Family Office Wealth Strategist
Rob Ragsdale avatar
Rob Ragsdale
Partner
Jennifer Dangar avatar
Jennifer Dangar
Chief Operating Officer
Joshua Friedland avatar
Joshua Friedland
Private Capital and Business Advisory Associate
Leslie Farman avatar
Leslie Farman
Multi-Family Office Senior Relationship Associate
Will Revels avatar
Will Revels
Relationship Manager
Ina Toderita avatar
Ina Toderita
Operations Manager
Josh Grubbs avatar
Josh Grubbs
Institutional Relationship Associate
Jason Howard avatar
Jason Howard
Multi Family Office Associate
Andre Forbes avatar
Andre Forbes
IT Manager
Jennifer Pcholinsky avatar
Jennifer Pcholinsky
Associate Relationship Manager
Emily Barbour avatar
Emily Barbour
Relationship Manager
Michael Binnicker avatar
Michael Binnicker
Senior Relationship Manager
Clifton Dortch avatar
Clifton Dortch
Relationship Manager
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