Greene Wealth Management, LLC
Financial Services
Seattle, Washington
10 employees
- Employees
- 10
- Contacts
- 4
- Emails
- 4
- Phones
- 1
Greene Wealth Management, LLC Overview
- Headquarters
- Seattle, Washington
- Phone Number
- Available in AeroLeads
- Website
- greenewealthmgmt.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2005
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Greene Wealth Management, LLC
Greene Wealth Management is a privately held independent Registered Investment Advisor providing financial planning, consulting, and investment management services to individuals, trusts, businesses, qualified retirement plans, and charitable organizations.
Greene Wealth Management, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Greene Wealth Management, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Daniel Gill | Financial Advisor | Scottsdale, Arizona, United States |
Email
|
| Matt Lowe, Cfa, Cfp® | Relationship Driven Financial Planning - Building, Preserving & Empowering Wealth | Seattle, Washington, United States |
Email
|
| Sheri Christensen | Operations Manager, Chief Compliance Officer at Greene Wealth Management, Llc | United States |
Email
Phone
|
| Wyndell K. Greene | Frisco, Texas, United States |
Email
|
Employees by Management Level
Individual contributor
4 profiles
Executive
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 0 |
| General | 1 | 1 | 0 |
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