Ana Espinoza

Josh oversees the business development and leads a team of commercial and private bankers at our Ballantyne Financial Center, which opened in 2022. He is a graduate of the University of North Carolina at Chapel Hill and received his Master of Business Administration from Wake Forest University. He is a member of the Rotary Club of Charlotte South and volunteers with various youth sports teams in the area. He double-majored at the University of North Carolina at Chapel Hill in Journalism and Mass Communication and Management and Society. He also received his Master's Degree in Business Administration from Wake Forest University. Josh is a member of the Rotary Club of Charlotte South and volunteers with various youth sports teams in the area. "I love learning how businesses change, grow, and adapt to the communities to which they serve!"

Syntelli Solutions, based in Charlotte, is a leading provider of big data consulting services and solutions, specializing in data science, advanced predictive analytics, artificial intelligence, and MDM IoT. The company assists businesses in shifting from traditional gut-driven decision-making to data-driven strategies, empowering them to make informed and strategic choices for their growth and success. Generated from their website's infomation

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlotte, NC area, Richard Bean will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.