Jonathan Bell
Analyst, Client Services at NewEdge Wealth
- Role
- Analyst, Client Services at NewEdge Wealth
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Analyst, Client Services
Oct 2024 — Present · Stamford, CT, US
As Analyst, Client Services, I play a key role in supporting my team with various daily business activities. My responsibilities include assisting with client meetings, financial planning, client services, and investment strategy development.
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