Charlie MacKenzie
Sr Client Engagement & Success Manager @Addepar
Duxbury, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2022 — Present
Sr Client Engagement & Success Manager @Addepar
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SKILLS
Risk ManagementMutual FundsSecuritiesFinancial ServicesSeries 63Series 7EquitiesInvestments
ABOUT CHARLIE MACKENZIE
Seasoned wealth management professional with diverse experience collaborating with…
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