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@preceptadvisory.com
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5 phones found area 949
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LinkedIn matched
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Linda Bright,Aif®,Cra®,C(K)P® is listed as Sr. Vice president & Managing Director, 401(k) Consultant, Investment Advisor at Precept Advisory Group, based in Irvine, California, United States. AeroLeads shows a work email signal at preceptadvisory.com, phone signal with area code 949, and a matched LinkedIn profile for Linda Bright,Aif®,Cra®,C(K)P®.
Linda Bright,Aif®,Cra®,C(K)P® previously worked as Sr. Vice President & Managing Director at Precept Advisory Group and Director, Retirement Plan Consulting at Precept. Linda Bright,Aif®,Cra®,C(K)P® holds Bachelor Of Arts, Business Economics from Uc Santa Barbara.
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AeroLeads found 1 current-domain work email signal for Linda Bright,Aif®,Cra®,C(K)P®. Compare company email patterns before reaching out.
Linda Bright,Aif®,Cra®,C(K)P® is a Sr. Vice president & Managing Director, 401(k) Consultant, Investment Advisor at Precept Advisory Group. She possess expertise in employee benefits, retirement plan consulting, mergers and acquisitions, 401k, investment advisory and 12 more skills.
Listed skills include Employee Benefits, Retirement Plan Consulting, Mergers And Acquisitions, 401K, and 13 others.
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Irvine, CA, US
Precept Advisory Group (PAG) is a California based RIA firm specializing in retirement plan consulting and investment advisory services. As a Managing Director and Business Lead, I am responsible for overseeing the practice as well as direct consulting to mid/large public and private corporations. Our team currently manages close to $2.7 billion in.
Irvine, CA, US
Strategic consultant to plan fiduciaries, including investment selection and monitoring, plan design recommendations, vendor selection, fee benchmarking and compliance oversight. Responsible for day-to-day management of Precept's Retirement Plan Consulting Practice, including financial, operational and service delivery oversight. Well versed in project.
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Linda Bright,Aif®,Cra®,C(K)P® works for Precept Advisory Group.
Linda Bright,Aif®,Cra®,C(K)P® is listed as Sr. Vice president & Managing Director, 401(k) Consultant, Investment Advisor at Precept Advisory Group.
AeroLeads has found 1 work email signal at @preceptadvisory.com for Linda Bright,Aif®,Cra®,C(K)P® at Precept Advisory Group.
AeroLeads has found 5 phone signal(s) with area code 949 for Linda Bright,Aif®,Cra®,C(K)P® at Precept Advisory Group.
Linda Bright,Aif®,Cra®,C(K)P® is based in Irvine, California, United States while working with Precept Advisory Group.
Linda Bright,Aif®,Cra®,C(K)P® has worked for Precept Advisory Group and Precept.
You can use AeroLeads to view verified contact signals for Linda Bright,Aif®,Cra®,C(K)P® at Precept Advisory Group, including work email, phone, and LinkedIn data when available.
Linda Bright,Aif®,Cra®,C(K)P® holds Bachelor Of Arts, Business Economics from Uc Santa Barbara.
Linda Bright,Aif®,Cra®,C(K)P® is listed with skills including Employee Benefits, Retirement Plan Consulting, Mergers And Acquisitions, 401K, Investment Advisory, Management, Mutual Funds, and Retirement.
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