电子邮件 | mat***@***.com | 获取Email |
---|
电子邮件 | mat***@***.com | 获取Email |
---|
Starting from wherever you are, we help you clarify what is most important to you and then develop your integrated financial strategy. Many people have made real progress with their personal finances and yet lack the peace of mind that everything is completely organized and optimized. We plan, advise and guide the implementation of your comprehensive wealth management responsibilities and priorities so you may experience more confidence and greater peace of mind. Our goal is to provide exceptional client experiences and optimal outcomes 100% of the time. We ensure this level of service by staying current with investing and planning science and best practices for leadership, coaching, technology, project management and client service in all aspects of wealth and financial planning. We are dedicated to our clients and their families for the long haul. Our honed process yields exceptionally productive relationships. Employing a disciplined process, based on proven academic research and market results, ensures that your entire financial house is in concert with what is most important to you. If you are looking to improve the quality of your life, both now and in the future, please contact us to schedule time for us to have that conversation. clientservice@journeywealthpartners.com 978 369-2911 www.journeywealthpartners.com
公司 | Journey Wealth Partners |
---|---|
职位 | Client Services Associate |
地点 | United States |
http://www.linkedin.com/in/matthew-mckinnon-5989b0108 | |
部门 | |
头衔 | Client Services Associate |
Journey Wealth Partners Client Services Associate
2022-06-01 -
Wellesley Asset Management, Inc. Operations Specialist
2020-02-01 - 2022-03-01
State Street Bank & Trust Co. Investment Operations Management Analyst
2018-10-01 - 2019-10-01
Data Analyst
2017-12-01 - 2018-01-01
Matthew McKinnon 在 Journey Wealth Partners 担任 Client Services Associate
Matthew McKinnon 在 Journey Wealth Partners 的职位是 Client Services Associate
Matthew McKinnon 的电子邮件地址是 mat***@***.com
Matthew McKinnon 的电话号码是 -
Matthew McKinnon 的公司电话号码是 +197****
Matthew McKinnon 在 financial services 工作。
Matthew McKinnon 的一些同事包括Janice Swenor、Neil Collins、Matthew McKinnon、Peggy McGillinMichael Finn、。
Matthew McKinnon联系方式: 电子邮件地址:mat***@***.com 电话号码:-
Matthew McKinnon 的个人领英是:http://www.linkedin.com/in/matthew-mckinnon-5989b0108
Matthew McKinnon 的办公地点:747 Main Street, Suite 125, Concord, MA 01742, US
Top-ranked on G2 Crowd
全球B2B企业库 海关贸易数据 展会采购数据
全球B2B企业库
海关贸易数据
展销采购数据
Top-ranked on G2 Crowd