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Rachel Atkinson

Operational Specialist at LVW Advisors

  • LinkedIn

Email Email: r****@lvwadvisors.com

phone noPhone Number: (***)-***-****

Amiable and professional individual with experience with the use of the Charles Schwab platform and outstanding customer communication skills.

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LVW ADVISORS

LVW ADVISORS

  • description Description
    LWV Advisors is an investment advisory firm, dedicated to serving the financial needs of wealthy families, affluent individuals and nonprofit institutions nationwide. Our firm provides a full...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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LVW Advisors Org Chart and Mapping

Employees

Kim Pugliese

Managing Partner, COO at Lvw Advisors

Kaylee Glidden

Senior Operations Analyst

Paul Salvetti

Institutional Consultant, Manager of Research

Nicolle Woodson

Project Manager [2018 - 2020] Consultant [2020 - Present] Executive Assistant [2016 - 2018]

Allie Bell

Client Relationship Manager

Frequently Asked Questions Regarding Rachel Atkinson

Answer: Rachel Atkinson works for LVW Advisors as Operational Specialist

Answer: Rachel Atkinson’s role in LVW Advisors is Operational Specialist

Answer: Rachel Atkinson's email address is r***@gmail.com

Answer: Rachel Atkinson's business email address is r****@lvwadvisors.com

Answer: Rachel Atkinson’s direct phone number is (***)-***-****

Answer: Rachel Atkinson works in the industry of: Investment Management

Answer: Rachel Atkinson is the current Operational Specialist at LVW Advisors.... Read More

Answer: Rachel Atkinson works LVW Advisors located at 67 Monroe Ave, Pittsford, New York, 14534, United States

Answer: LVW Advisors's Operational Specialist is Rachel Atkinson

Answer: Rachel Atkinson contact details:

  • Phone number  :  (***)-***-****
  • Email  :  r****@lvwadvisors.com

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