Meredith Fisher
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Meredith Fisher Email & Phone Number

Evercore Wealth Management & Trust Company at Evercore Wealth Management, LLC
Location: Tampa, Florida, United States 14 work roles 3 schools
1 work email found @bdgllp.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@bdgllp.com
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Role
Evercore Wealth Management & Trust Company
Location
Tampa, Florida, United States
Company size

Who is Meredith Fisher? Overview

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Quick answer

Meredith Fisher is listed as Evercore Wealth Management & Trust Company at Evercore Wealth Management, LLC, a company with 83 employees, based in Tampa, Florida, United States. AeroLeads shows a work email signal at bdgllp.com and a matched LinkedIn profile for Meredith Fisher.

Meredith Fisher previously worked as Vice President at Evercore Wealth Management, Llc and Wealth Management Associate at Evercore Wealth Management, Llc. Meredith Fisher holds Executive Certificate In Financial Planning from University Of Tampa - John H. Sykes College Of Business.

Company email context

Email format at Evercore Wealth Management, LLC

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{first}.{last}@bdgllp.com
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AeroLeads found 1 current-domain work email signal for Meredith Fisher. Compare company email patterns before reaching out.

Profile bio

About Meredith Fisher

Self-motivated professional with demonstrated history of working in both the private and public sectors. Skilled in financial management, business development, customer service, social media operations, budget development and management, compliance, and administration

Listed skills include Event Planning, Team Building, Public Speaking, Event Management, and 19 others.

Current workplace

Meredith Fisher's current company

Company context helps verify the profile and gives searchers a useful next step.

Evercore Wealth Management, LLC
Evercore Wealth Management, Llc
Evercore Wealth Management & Trust Company
new york, new york, united states
Employees
83
AeroLeads page
14 roles

Meredith Fisher work experience

A career timeline built from the work history available for this profile.

Director Of Accounting

Tampa/St. Petersburg, Florida Area

All functions of the Accounting Department; daily reconciliation of program management system, maintain AP and AR in QuickBooks, credit card and bank statement reconciliation, bank deposits, proformas for potential and existing program revenue and expenses, prepare P&L and 1099 compliance documentation and process for scholarship programs. Developed.

Oct 2019 - Aug 2020

Apprentice

Naples, Florida Area

Observed and assisted in various projects involving financial planning and financial analysis, with exposure to macroeconomics, portfolio construction, fixed income valuation, trust/foundation administration and compliance. I rotated among the firm principals to see a variety of day to day tasks and to gain a better understanding of the service delivery.

Jun 2019 - Aug 2019

Business Consultant/Owner

Byffs Fine Foods

Tampa, Florida

Evaluated and conducted extensive market research and subsequently created and implemented a strategic business plan. Perform ongoing business analysis, including financials, marketing, strategy and HR.

Mar 2015 - Aug 2019

Financial Advisor

Sunset Salsa

Tampa/St. Petersburg, Florida Area

Communicated directly with ownership and legal counsel to create and provide company financials statements. Developed financial policies and procedures, an employee handbook and policies documenting compensation plans. Created client contact system for ongoing sales, new client/product sales and accounts payable/receivable.

Jun 2018 - May 2019

Director Of Marketing

Tampa, FL

Through the merger of Urban Studio and BDG, I became a team member of BDG Architects and soon positioned myself as the Director of Marketing. Through acquisitions the firm's growth was rapid and spread across several states making for a fast paced environment. The acquisitions also created multiple new markets, services, project types and over 70 employees.

Aug 2013 - Mar 2015

Business Development & Marketing

Urban Studio Architects

Tampa/St. Petersburg, Florida Area

Oversaw and coordinated all of Urban Studio Architects marketing and business development events. Led the company’s business development and strategic planning, promoted and marketed the company utilizing local business relationships and contacts. Work directly with the Principals selecting and approving all marketing material, developing, updating and.

Nov 2012 - Aug 2013

Business Development Specialist

Tampa/St. Petersburg, Florida Area

Develop and implement creative marketing and advertising content for the company website, social media outlets, client contact and sales propaganda. Plan and coordinate company tradeshow participation in seven events per year. Perform demonstrations and provide benefit analyses for prospective clients. Write contracts for new clients, and assist in.

Jul 2009 - Nov 2012

Nfl Super Bowl Experience Area Manager

Nfl Network

Tampa/St. Petersburg, Florida Area

Jan 2009 - Feb 2009

Marketing And Events Intern

David Lawrence Foundation

Naples, Florida Area

May 2005 - Jan 2007

Event Assistant

Eden Florida

Bonita Springs, FL

May 2005 - Aug 2005
Team & coworkers

Colleagues at Evercore Wealth Management, LLC

Other employees you can reach at evercorewealthmanagement.com. View company contacts for 83 employees →

3 education records

Meredith Fisher education

B.S., Entrepreneurship, Marketing, Advertising

Activities and Societies: Softball Team, Deans Student Advisory Council

Education record

Naples High School
FAQ

Frequently asked questions about Meredith Fisher

Quick answers generated from the profile data available on this page.

What company does Meredith Fisher work for?

Meredith Fisher works for Evercore Wealth Management, LLC.

What is Meredith Fisher's role at Evercore Wealth Management, LLC?

Meredith Fisher is listed as Evercore Wealth Management & Trust Company at Evercore Wealth Management, LLC.

What is Meredith Fisher's email address?

AeroLeads has found 1 work email signal at @bdgllp.com for Meredith Fisher at Evercore Wealth Management, LLC.

Where is Meredith Fisher based?

Meredith Fisher is based in Tampa, Florida, United States while working with Evercore Wealth Management, LLC.

What companies has Meredith Fisher worked for?

Meredith Fisher has worked for Evercore Wealth Management, Llc, The Prep Of South Tampa, Naples Global Advisors, Llc, Byffs Fine Foods, and Sunset Salsa.

Who are Meredith Fisher's colleagues at Evercore Wealth Management, LLC?

Meredith Fisher's colleagues at Evercore Wealth Management, LLC include Stephanie Hackett, Pamela Lundell, Richard Lee, Bryanna Lewis, and Stacie Price.

How can I contact Meredith Fisher?

You can use AeroLeads to view verified contact signals for Meredith Fisher at Evercore Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Meredith Fisher attend?

Meredith Fisher holds Executive Certificate In Financial Planning from University Of Tampa - John H. Sykes College Of Business.

What skills is Meredith Fisher known for?

Meredith Fisher is listed with skills including Event Planning, Team Building, Public Speaking, Event Management, Strategic Planning, Customer Service, Microsoft Office, and Social Media.

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