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Bill Garcia

Operations Strategy Associate at Coastal Bridge Advisors

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Versatile, passionate, and competitive financial services professional with over a decade of experience building and overseeing operational structures designed to improve a firm’s growth,...

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COASTAL BRIDGE ADVISORS

COASTAL BRIDGE ADVISORS

  • description Description
    Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future. Our process is simple, comprehensive, and customiz...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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Employees

Bill Garcia

Operations Strategy Associate

Christine Pollander

Personal Assistant to Founding Partners

Michael Caruso

Support Advisor - Client Operations

Flavio Sampaio

Support Advisor - Client Operations

Marina Meltz

Client Service Associate

Michael White

Private Wealth Management Intern

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  • Phone number  :  (***)-***-****
  • Email  :  b****@coastalbridgeadvisors.com

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