Crpc Executives Email & Phone Number
Vice President - Investments @ Meridian Wealth Management, LLC
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Crpc Executives Location
- Lexington, KY, US
Crpc Executives Work
- 2016 - now Vice President - Investments @
- 2012 - 2016 Senior Financial Advisor @
- 2007 - 2012 Senior Financial Advisor @
- 2003 - 2007 Licensed Relationship Banker @
- 2002 - 2003 Assistant Branch Manager @
Crpc Executives Education
- Wayne State University
(Business)
1997 - 2000 - Wayne State University
(Computer Engineering)
1996 - 1997 - Southern New Hampshire University
Bachelor of Science - BS (Finance with a concentration in Financial Planning)
Crpc Executives Skills
- Fundraising
- Active Listening
- Financial Advisory
- Wealth Management
- Investments
- Retirement Planning
- Investment Strategies
- Asset Allocation
- Retirement
- Finance
- Mutual Funds
- Insurance
- Asset Protection
- Financial Services
- Sales
- Financial Planning
- Financial Analysis
- Retirement Income Planning
- Estate Investment Planning
- Banking
- Securities
- 401(k) Retirement Savings Plans
- Investment Management
- Financial Markets
- Small Business
- Bonds
- Management
- Customer Service
- Qualified Retirement Plans
- College Savings Plans
- Wealth Preservation Planning
- Dynamic Asset Allocation
- IRAs
- FINRA
- Personal Finance
- Wealth Management Services
- Holistic Financial Planning
- Tax Efficiency
- Wealth Accumulation Strategies
- Series 7
- Investment Advisory
- Personal Financial Planning
- Multi-generational wealth transfer
- Family Wealth Management
- Portfolio Management
- Retirement Income Strategies
- Independent Financial Advice
- Investment Portfolios
Crpc Executives Summary
- Crpc Executives, based in Lexington, KY, US, is currently a Vice President - Investments at Meridian Wealth Management, LLC. Crpc Executives brings experience from previous roles at Wells Fargo Advisors, JPMorgan Chase & Co. and ABN AMRO Private Banking. Crpc Executives holds a 1997 - 2000 Wayne State University. With a robust skill set that includes Fundraising, Active Listening, Financial Advisory, Wealth Management, Investments and more. Crpc Executives has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Crpc Executives
Crpc Executives
Vice President - Investments
Lexington, KY, US
Top Meridian Wealth Management, LLC Employees
David Dowell
Senior Vice President
Lexington, KY, US
Andrew Norden
Wealth Managment Advisor
Lexington, KY, US
Peter McFarland
Senior Portfolio Manager
Lexington, KY, US
Henry Lessner
Wealth Advisor
Allen, TX, US
Crpc Executives
Vice President - Investments
Lexington, KY, US
Quin Broadbent
Senior Vice President, Wealth Management Advisor
Lexington, KY, US
Tyler Montell
Senior Vice President
Nashville, TN, US
Baigin Reynolds
Director of Executive Operations
Lexington, KY, US
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