Zoe Sexton MBA
3 SlideShares 120 Followers 103 Folgens
Personal Information
Unternehmen/Arbeitsplatz
San Francisco Bay Area United States
Beruf
Managing Director, Wealth Management | Institutional Services | Women in Transition
Branche
Finance / Banking / Insurance
Webseite
www.zoesexton.com
Info
Zoe Sexton has 20 years of entrepreneurial experience in financial services with a primary focus on serving women, multi-generational families and business-owners. Zoe’s team at Merriman Capital provides holistic wealth management serving high net worth investors, family offices, the entrepreneur and women, advising on investments, business-succession strategies, retirement planning, trust, estate and philanthropic interests. Zoe is a passionate advisor and client advocate who has experienced a wide range of market climates and economic trends. Zoe and Merriman Capital believe the future of wealth management will be driven by personal needs and specifically the growing population of wome.
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Personal Information
Unternehmen/Arbeitsplatz
San Francisco Bay Area United States
Beruf
Managing Director, Wealth Management | Institutional Services | Women in Transition
Branche
Finance / Banking / Insurance
Webseite
www.zoesexton.com
Info
Zoe Sexton has 20 years of entrepreneurial experience in financial services with a primary focus on serving women, multi-generational families and business-owners. Zoe’s team at Merriman Capital provides holistic wealth management serving high net worth investors, family offices, the entrepreneur and women, advising on investments, business-succession strategies, retirement planning, trust, estate and philanthropic interests. Zoe is a passionate advisor and client advocate who has experienced a wide range of market climates and economic trends. Zoe and Merriman Capital believe the future of wealth management will be driven by personal needs and specifically the growing population of wome.
Tags
financial services marketing investing 101 investment terms basic investing zoe sexton financial advisor branding client attraction financial advisor coaching branding client attarction marketing plan marketing process social skills communication body language etitquette flirting
Mehr anzeigen