Liam Patel Email
Wealth Advisor @ Citizens Securities, Inc.
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Liam Patel Location
- Cambridge, MA, US
Liam Patel Work
- 2026 -now Wealth Advisor @
- 2024 -2026 Private Wealth Manager @
- 2023 -2025 Revenue and Sales Manager @ Method 3
- 2023 -2023 Junior Financial Advisor @ NorthStar Resource Group
- 2022 -2023 Revenue Operations Consultant @
- 2022 -2022 Sales Engineering Intern @
Liam Patel Education
- Vanderbilt University
Bachelor of Science - BS (Human and Organizational Development)
2021-2024 - East View High School 2019-2021
Liam Patel Summary
- Liam Patel, based in Cambridge, MA, US, is currently a Wealth Advisor at Citizens Wealth Management. Liam Patel brings experience from previous roles at Equitable, Method 3, NorthStar Resource Group and TurnKey Lender. Liam Patel holds a 2021 - 2024 Bachelor of Science - BS in Human and Organizational Development @ Vanderbilt University. Liam Patel has 2 emails on RocketReach.
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