Meredith Mccall's Location
Chula Vista, CA, US
Meredith Mccall's Work
- Analyst @ Goldman Sachs Personal Financial Management
- Client Service Manager @ United Capital Financial Advisors, LLC
- Client Services Manager @ The Hunter Group
Meredith Mccall's Education
- College for Financial Planning
FPQP (Financial Planning and Services)
2005 - 2006
Meredith Mccall's Skills
- Team Leadership
- Customer Service
- Mutual Funds
- Wealth Management
- Financial Planning
- Microsoft Word
- Financial Services
- Relationship Management
- Microsoft Excel
- Marketing
Meredith Mccall's Summary
Meredith McCall, based in Chula Vista, CA, US, is currently a Analyst at Goldman Sachs Personal Financial Management, bringing experience from previous roles at United Capital Financial Advisers, LLC and The Hunter Group. Meredith McCall holds a 2005 - 2006 FPQP in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Team Leadership, Customer Service, Mutual Funds, Wealth Management, Financial Planning and more, Meredith McCall contributes valuable insights to the industry.
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