Preston Sartelle's Location
Houston, TX, US
Preston Sartelle's Work
- Founding Principal @ RockBridge Group, LLC
- Director @ Capital Strategies Group, Inc.
Preston Sartelle's Education
- Washington and Lee University
Bachelor of Science (BS) (Accounting)
1995 - 1999
Preston Sartelle's Skills
- Finance
- Multi Generational Wealth Transfer
- Wealth Transfer
- Life Insurance
Preston Sartelle's Summary
Preston Sartelle, based in Houston, TX, US, is currently a Founding Principal at RockBridge Group, LLC, bringing experience from previous roles at Capital Strategies Group, Inc.. Preston Sartelle holds a 1995 - 1999 Bachelor of Science (BS) in Accounting @ Washington and Lee University. With a robust skill set that includes Finance, Multi Generational Wealth Transfer, Wealth Transfer, Life Insurance and more, Preston Sartelle contributes valuable insights to the industry. Preston Sartelle has 3 emails and 1 mobile phone number on RocketReach.
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