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@snowdenlane.com
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2 phones found area 646
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Jesse Clinton, Cfp®, Crpc, Mba is listed as Chartered Social Responsible Investment CounselorPartner, Managing Director, VERITAS Private Wealth Group at Snowden Lane Partners at Snowden Lane Partners, a company with 79 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at snowdenlane.com, phone signal with area code 646, and a matched LinkedIn profile for Jesse Clinton, Cfp®, Crpc, Mba.
Jesse Clinton, Cfp®, Crpc, Mba previously worked as Partner, Managing Director at Snowden Lane Partners and Sales Manager - Wealth Management Advisor, Senior Vice President-Wealth Management at Merrill Lynch. Jesse Clinton, Cfp®, Crpc, Mba holds Master'S Degree, Business Administration And Management, General from Fordham University.
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AeroLeads found 1 current-domain work email signal for Jesse Clinton, Cfp®, Crpc, Mba. Compare company email patterns before reaching out.
We provide transparent, personalized & independent financial advice to families of wealth. The foundation of our approach is focused on financial planning and understanding the unique needs of our clients. Our investment strategies focus on a disciplined asset allocation approach. We utilize best in class active and passive, cost effective, and tax efficient investments with the incorporation of sustainability. Our clients invest in long term strategies for wealth accumulation over multiple generations. This may include family foundation conversations or philanthropy goals or next generation education. We are passionate about client service and helping clients by doing what we say & saying what we do. • Originally from Westchester. Started Family in Hells Kitchen NYC. Lived there for 10+ Years.• Currently lives in Irvington with wife, three daughters and Cavapoo - Maggie. • Passionate about exercise, sports golf and tennis, Mets, travel, history and sustainability. • Board member and on the investment committee at Scenic Hudson.Corporate Services:•
Listed skills include Investments, Portfolio Management, Finance, Series 7, and 16 others.
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Greater New York City Area
Snowden Lane is an independent, advisor-owned and nationally branded wealth management firm that seeks to provide client-focused advice in a values-driven culture. Snowden provides wealth and corporate advisory services to individuals, families and institutions.
Greater New York City Area
While at Merrill Lynch, in addition to leading his Wealth Advisory Team and serving his high net worth clients, Jesse also designed the Merrill Lynch Park Avenue Office’s new advisor training program. Jesse was also producing Sales Manager since 2010.
222 Third Avenue NY NY
Prior to Merrill Lynch, Jesse served in Corporate Executive Services Group at CIBC Oppenheimer advising public companies on optimal executive compensation structure and plan design, setting up stock option plans and deferred comp, as well as 401K plans for institutional clients.
Other employees you can reach at snowdenlane.com. View company contacts for 79 employees →
Charles Jones
Colleague at Snowden Lane Partners
Washington DC-Baltimore Area, United States
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Brian Solomon
Colleague at Snowden Lane Partners
New York, New York, United States, United States
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Alexandra Chan
Colleague at Snowden Lane Partners
New York, New York, United States, United States
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Coe Kerr
Colleague at Snowden Lane Partners
Wilmot, New Hampshire, United States, United States
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Benny Torres Sanchez
Colleague at Snowden Lane Partners
New York, New York, United States, United States
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E.Coe Kerr, Iii
Colleague at Snowden Lane Partners
West Lebanon, New Hampshire, United States, United States
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Pedro Pelaez
Colleague at Snowden Lane Partners
Miami, Florida, United States, United States
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Alex Arista
Colleague at Snowden Lane Partners
San Diego County, California, United States, United States
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Owen Parr
Colleague at Snowden Lane Partners
Miami-Fort Lauderdale Area, United States
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Cristina Eddy
Colleague at Snowden Lane Partners
San Diego, California, United States, United States
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Quick answers generated from the profile data available on this page.
Jesse Clinton, Cfp®, Crpc, Mba works for Snowden Lane Partners.
Jesse Clinton, Cfp®, Crpc, Mba is listed as Chartered Social Responsible Investment CounselorPartner, Managing Director, VERITAS Private Wealth Group at Snowden Lane Partners at Snowden Lane Partners.
AeroLeads has found 1 work email signal at @snowdenlane.com for Jesse Clinton, Cfp®, Crpc, Mba at Snowden Lane Partners.
AeroLeads has found 2 phone signal(s) with area code 646 for Jesse Clinton, Cfp®, Crpc, Mba at Snowden Lane Partners.
Jesse Clinton, Cfp®, Crpc, Mba is based in New York City Metropolitan Area, United States, United States while working with Snowden Lane Partners.
Jesse Clinton, Cfp®, Crpc, Mba has worked for Snowden Lane Partners, Merrill Lynch, and Oppenheimer & Co. Inc..
Jesse Clinton, Cfp®, Crpc, Mba's colleagues at Snowden Lane Partners include Charles Jones, Brian Solomon, Alexandra Chan, Coe Kerr, and Benny Torres Sanchez.
You can use AeroLeads to view verified contact signals for Jesse Clinton, Cfp®, Crpc, Mba at Snowden Lane Partners, including work email, phone, and LinkedIn data when available.
Jesse Clinton, Cfp®, Crpc, Mba holds Master'S Degree, Business Administration And Management, General from Fordham University.
Jesse Clinton, Cfp®, Crpc, Mba is listed with skills including Investments, Portfolio Management, Finance, Series 7, Wealth Management, Fixed Income, Financial Planning, and Alternative Investments.
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