Meridith Mimbs Email & Phone Number
Director of Private Client Services @ Crescent Wealth Advisory
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Meridith Mimbs Location
- Atlanta, GA, US
Meridith Mimbs Work
- Director of Private Client Services @ (March 2017 - Present)
- Practice Manager and Financial Advisor @ (August 2013 - February 2017)
- Registered Client Associate @ (November 2010 - August 2013)
Meridith Mimbs Skills
- Customer Service
- Investment Advisory
- Management
- Wealth Management
- Research
- Business Analysis
- Nursing
- Private Client Services
- Finance
- Business Development
- EHR
- Corporate Finance
- Series 63
- Credentialing
- Uniform Combined State Law
Meridith Mimbs Summary
- Meridith Mimbs, based in Atlanta, GA, US, is currently a Director of Private Client Services at Crescent Wealth Advisory. Meridith Mimbs brings experience from previous roles at Morgan Stanley and UBS Financial Services Inc. With a robust skill set that includes Customer Service, Investment Advisory, Management, Wealth Management, Research and more. Meridith Mimbs has 1 emails and 1 mobile phone numbers on RocketReach.
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