Jackie Battista
Gestore di Portafoglio-Azioni presso CorePath Wealth Partners LLC
Profilo
Ms. Jacqueline M.
Battista is a Partner at CorePath Wealth Partners LLC.
She is a Financial Advisor and specializes in retirement planning, investments, legacy or estate planning strategies, charitable giving strategies, and planning during and after divorce.
Ms. Battista has been in the Financial Services industry for over ten years.
She received a Bachelor of Science degree in Business Administration degree from The Leeds School of Business and a Master of Business Administration with a concentration in Finance from Daniels College of Business.
Posizioni attive di Jackie Battista
| Società | Posizione | Inizio |
|---|---|---|
CorePath Wealth Partners LLC
 CorePath Wealth Partners LLC Investment ManagersFinance CorePath Wealth Partners LLC (CorePath) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2018 and is owned by CorePath Holdings LLC, a wholly owned subsidiary of Bonnett Investment Group LLC. CorePath offers investment advisory services to individuals, high net-worth individuals, families, trusts, estates charitable organizations, businesses and retirement plans. | Gestore di Portafoglio-Azioni | 01/01/2019 |
Formazione di Jackie Battista
| Daniels College of Business | Masters Business Admin |
| The Leeds School of Business | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
CorePath Wealth Partners LLC
CorePath Wealth Partners LLC Investment ManagersFinance CorePath Wealth Partners LLC (CorePath) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2018 and is owned by CorePath Holdings LLC, a wholly owned subsidiary of Bonnett Investment Group LLC. CorePath offers investment advisory services to individuals, high net-worth individuals, families, trusts, estates charitable organizations, businesses and retirement plans. | Finance |
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