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Jesse Frehling

Director of Client Services at Altfest Personal Wealth Management

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Helping people optimize their finances through a holistic lens, including and beyond investments. Committed to providing excellent value and service - going the extra mile whenever possib...

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ALTFEST PERSONAL WEALTH MANAGEMENT

ALTFEST PERSONAL WEALTH MANAGEMENT

  • description Description
    Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. Our team has the expertise and the passion to successfully guide our clients portfoli...

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  • Employees count Employees 11-50
  • Revenue Revenue 50 Million to 100 Million
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Altfest Personal Wealth Management Org Chart and Mapping

Employees

Kitty Wong

Senior Executive Assistant

William Prendergast

Director, Financial Advisor

Rohan Parikh

Real Estate Team Leader

Connie Chow

Client Administration Specialist

John Valentini

Chief Operations Officer, Chief Compliance Officer

Aliea Badrudeen

Financial Planning Associate

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Answer: Jesse Frehling is the current Director of Client Services at Altfest Personal Wealth Management.... Read More

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Answer: Altfest Personal Wealth Management's Director of Client Services is Jesse Frehling

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  • Phone number  :  (***)-***-****
  • Email  :  j****@securitiesamerica.com

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