电子邮件 | mwi***@***.com | 获取Email |
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电子邮件 | mwi***@***.com | 获取Email |
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Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices. Vivaldi was created on the belief that an independent firm was the best way to ensure our clients were served with their greatest interests in mind – both in terms of customized wealth management solutions and personalized service. By understanding our client's objectives, we are able to provide proper guidance while keeping them well informed along the way. At Vivaldi Capital Management, our mission is to: 1) Preserve and grow client wealth 2) Provide high quality traditional and alternative investment solutions 3) Serve as a trusted steward for our clients
公司 | Vivaldi Capital Management |
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职位 | Client Service Team Lead |
地点 | United States |
http://www.linkedin.com/in/meaghan-wirtz-83179148 | |
部门 | |
头衔 | Client Service Team Lead |
Vivaldi Capital Management Client Service Team Lead
2021-01-01 -
Vivaldi Capital Management Senior Client Service Associate
2018-10-01 - 2021-01-01
Registered Client Service Associate
2014-06-01 - 2018-10-01
Leslie Global Wealth, LLC Relationship Manager
2012-06-01 - 2014-06-01
Northwestern Memorial Hospital Marketing Intern
2010-06-01 - 2010-08-01
Meaghan Wirtz 在 Vivaldi Capital Management 担任 Client Service Team Lead
Meaghan Wirtz 在 Vivaldi Capital Management 的职位是 Client Service Team Lead
Meaghan Wirtz 的电子邮件地址是 mwi***@***.com
Meaghan Wirtz 的电话号码是 -
Meaghan Wirtz 的公司电话号码是 +131****
Meaghan Wirtz 在 investment management 工作。
Meaghan Wirtz 的一些同事包括Asha Goldstein、Frank Pellicori、Lilian Lo、Tom LajeoneMeaghan Wirtz、。
Meaghan Wirtz联系方式: 电子邮件地址:mwi***@***.com 电话号码:-
Meaghan Wirtz 的个人领英是:http://www.linkedin.com/in/meaghan-wirtz-83179148
Meaghan Wirtz 的办公地点:225 west wacker drive, chicago, illinois, united states
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