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
- 2017 -now Director of Private Client Services @
- 2013 -2017 Practice Manager and Financial Advisor @
- 2010 -2013 Registered Client Associate @
Meridith Mimbs Skills
- Research
- Business Analysis
- Nursing
- Private Client Services
- Finance
- Business Development
- Wealth Management
- EHR
- Corporate Finance
- Series 63
- Credentialing
- Uniform Combined State Law
- Investment Advisory
- Customer Service
- Management
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 Research, Business Analysis, Nursing, Private Client Services, Finance and more. Meridith Mimbs has 1 emails and 1 mobile phone numbers on RocketReach.
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