Please join the entire BOLDplanning team in congratulating Will Minkoff, CBCP, on his new position as the company’s Regional Director, Business Development.  

As the company and its clients know, Will has been a crucial part of the organization for a number of years. He has served the company previously as Operations Manager, and most recently, as BOLDplanning’s Platform Training Manager. 

“Will’s extensive knowledge of the platform, along with his keen industry insights, and impeccable communication skills make him the ideal candidate for this role,” said Lorin Bristow, Chief Business Development Officer. “We are thrilled to have Will utilize his considerable industry and client knowledge in this expanded position,  and congratulate him on this well-deserved promotion.” 

As BOLDplanning’s new Regional Director, Business Development, Will is responsible for territory business development, customer success and management of strategic partnerships. 

On behalf of everyone at BOLDplanning, congratulations, Will!