Jose G.
Wealth & Investment Management
- Role
- Associate Client Advisor at Bessemer Trust
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Associate Client Advisor
Oct 2023 — Present · San Francisco, CA, US
Member of a team responsible for providing Ultra High Net Worth clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services.
Education
University of San Francisco
Undergraduate
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.