电子邮件 | kat***@***.com | 获取Email |
---|
电子邮件 | kat***@***.com | 获取Email |
---|
"Wealth is the ability to fully experience life." -Thoreau Merriman was founded in 1983 as a fee-only investment advisory firm with a strong focus on excellent service, smart investing and achieving long-term goals. We now managing more than $3.6 billion in assets for clients across the country, and while we hold true to those ideals, we have also come to realize that investment advice is only a small piece of the puzzle. To help our clients be truly successful in achieving their goals, we offer a comprehensive approach to wealth management that includes not only investment planning, but also encompasses taxes, estate planning, insurance, risk management, charitable giving and more. Interested in a job at Merriman? Apply for current openings at www.merriman.com/jobs ___________________________________________ Merriman does not solicit any testimonial or endorsement activity, and provides no compensation, cash or otherwise, for such. Opinions presented herein are solely that of the author/poster and may not be considered representative of every client or non-client experience. Testimonials may be provided by current clients and endorsements may be provided by persons other than current clients. There are no material conflicts of interest to note on the part of the person or entity giving the testimonial or endorsement and Merriman's relationship with such person or entity.
公司 | Merriman Wealth Management, LLC |
---|---|
职位 | Client Services Associate |
地点 | United States |
http://www.linkedin.com/in/kathrynradair | |
部门 | |
头衔 | Client Services Account Specialist |
Merriman Wealth Management, LLC Client Services Associate
2021-07-01 -
Columbia Bank Relationship Banking Assistant
2018-01-01 - 2021-07-01
Pacific Continental Bank Personal Banker
2017-06-01 - 2018-01-01
Pacific Continental Bank Customer Service Specialist
2015-12-01 - 2017-06-01
Kathryn Adair 在 Merriman Wealth Management, LLC 担任 Client Services Account Specialist
Kathryn Adair 在 Merriman Wealth Management, LLC 的职位是 Client Services Account Specialist
Kathryn Adair 的电子邮件地址是 kat***@***.com
Kathryn Adair 的电话号码是 -
Kathryn Adair 的公司电话号码是 +120****
Kathryn Adair 在 financial services 工作。
Kathryn Adair 的一些同事包括Danielle Strumbeta、Jeff Merriman-Cohen、Blanca M、Elaine DiscepoliRodney Gonzales、。
Kathryn Adair联系方式: 电子邮件地址:kat***@***.com 电话号码:-
Kathryn Adair 的个人领英是:http://www.linkedin.com/in/kathrynradair
Kathryn Adair 的办公地点:800 5th avenue, seattle, washington, united states
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