Monte Harrick Joins Fulcrum Partners Los Angeles

Fulcrum Partners Expands, Adding Managing Director Monte Harrick For Immediate Release

PONTE VEDRA BEACH, FL - (July 12, 2017) –Fulcrum Partners LLC, a leading executive benefits advisory, announced that industry veteran, Monte Harrick has joined the company as a Managing Director. Harrick will be part of the Fulcrum Partners Los Angeles office, which was established in 2011 by Managing Director Phillip L. Currie, Jr. The company views the addition of Harrick as a critical step in its strategic west coast development plan. This growth initiative began in 2016 with personnel expansion and has included the opening of the new Fulcrum Partners office in Newport Beach, California, earlier this year.

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“Expanding our Los Angeles team is pivotal as Fulcrum Partners continues to define itself as one of the leading and largest executive benefits advisories in the US,” said Currie, who oversees both Fulcrum Partner’s Newport Beach and Los Angeles offices. “I have known and worked with Monte for more than 20 years. His talents and ethics complement our growth strategy as we help medium to large, publicly- and privatelyheld companies retain and reward the talented leaders who make those organizations thrive.”

Monte Harrick has been affiliated with Los Angeles-based Verity Point executive benefit advisory for more than nine years and previously served as a Senior Vice President at Clark Consulting (1999 - 2008) and at Compensation Resource Group, CRG (1993 1999).

He is a member of the Society of Financial Service Professionals, is registered with the Financial Industry Regulatory Authority (FINRA), and holds a Bachelor of Arts degree from Brigham Young University. Born and raised in Los Angeles, Harrick has dedicated countless volunteer hours working with the Boy Scouts of America, and youth leadership development programs within the Greater Los Angeles community. He is a past Commissioner of La Canada Spartan Basketball League, a passion first inspired by his

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father, Coach Jim Harrick, who among his many accomplishments, led the UCLA men’s basketball team to win the 1995 NCAA Championship.

About Fulcrum Partners LLC, Executive Benefits Advisory: Fulcrum Partners LLC (www.fulcrumpartnersllc.com) is one of the nation's leading and largest executive benefits consultancies. With a team of experienced industry professionals who serve with diverse skill sets, targeted experience and in-depth expertise in executive compensation and benefits consulting, the consultants at Fulcrum Partners focus on an integrated approach to the design, financing and plan administration of executive benefits programs. Fulcrum Partners LLC is a wholly independent, member-owned firm dedicated to helping organizations enhance their Total Rewards Strategy. Founded in Ponte Vedra Beach, Florida (2007), today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus, Ohio; Honolulu, Hawaii; Houston, Texas; Los Angeles and Newport Beach, California; Orlando, Ponte Vedra Beach and Delray Beach, Florida; Portland, Oregon; and Washington D.C. Contact: Bruce Brownell, Managing Director 904.296.2563 press@fulcrumpartnersllc.com Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431* 1-800-765-5201. Investment advisory services offered through ValMark Advisers, Inc., an SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from ValMark Advisers, Inc. and ValMark Securities, Inc.

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