Adam B
Microsoft niche-specific financial planning expert. Helping w/full financial planning & lessening the tax-burden of MSFT employees | Seattle, Washington, United States
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Adam B’s Emails ad****@ca****.com
Adam B’s Phone Numbers +1206728****
Social Media
Adam B’s Location Seattle, Washington, United States
Adam B’s Expertise Microsoft niche-specific financial planning expert. Helping w/full financial planning & lessening the tax-burden of MSFT employees
Adam B’s Current Industry Equitable Advisors
Adam
B’s Prior Industry
Washington Federal Savings
|
United Way of King County
|
AXA Advisors, LLC
|
Cascade Wealth Strategies
|
Equitable Advisors
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Work Experience
Equitable Advisors
Financial Planning Specialist
2020-01-01 — Present
Cascade Wealth Strategies
Partner, Financial Strategist
2014-06-01 — Present
AXA Advisors, LLC
Financial Consultant
2012-01-01 — 2019-12-01
United Way of King County
Loaned Executive
2009-09-01 — 2009-12-01
Washington Federal Savings
Marketing/Investor Relations Department
2008-04-01 — 2010-09-01Skills
Languages
Adam B Email Addresses
Adam B Phone Number
FAQ About Adam B
-
Adam B is located at
Seattle, Washington, United States -
Adam B is a
Microsoft niche-specific financial planning expert. Helping w/full financial planning & lessening the tax-burden of MSFT employees Equitable Advisors -
Adam B currently works in the
Equitable Advisors -
Adam B specializes in
Microsoft niche-specific financial planning expert. Helping w/full financial planning & lessening the tax-burden of MSFT employees -
Adam B speaks the following languages:
English -
Adam B has prior experience in the following industries:
AXA Advisors, LLC , United Way of King County , Washington Federal Savings -
Adam B has the following professional experience:
Equitable Advisors , Cascade Wealth Strategies , AXA Advisors, LLC , United Way of King County , Washington Federal Savings . -
You can view Adam B’s
LinkedIn profile at LinkedIn URL. -
Adam B’s work email addresses are
[email protected] . -
Adam B works at
Equitable Advisors
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