LocationUnited States , Ohio, Cleveland Websitehttp://www.maiinvest.com Company Sizecensoredcens Employees312 profiles available Last Updated2021-06-18
MAI Capital Management, LLC is a full censoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensor
Advisors help clients achieve their goals by providing consultation, offering advice and creating strategic plans. Advisors work in multiple areas of business and they may be characterized as Financial Advisors or Insurance Advisors. Contact professional Advisors to provide consultation via e-mail or phone with our services.
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Rafael Cfp®'s current details
Current Title Senior Wealth Advisor
Type of Role Advisor
just 0.8% from United States work as a Advisor
Job functions Consulting
Job Seniority Non Management
74% from United States are employed in Non Management
Current Industry Financial Serviccensoredcensoredcensoredcensoredc
Location United States, Ohio, Cleveland
Experience (tracked since 2002) ▪ censore experience at Mai Capital Management LLC ▪ censore experience as Senior Wealth Advisor
Work-life tracked since 2002 Rafael Cfp® had a total of X different roles since 2002
Rafael J Perez Cfp®'s Work History
data available since 2002
2024
(6 months) Mai Capital Management LLC United States Senior Wealth Advisor Financial Services, Banking, and Investment Solutions Mai Capital Management LLC https://linkedin.com/company/mai-wealth-advisors-llc
19XX - 19XX - Kent State censoredce Bachelor of Businecensoredcensoredcensoredcensoredcensoredcensoredcensoredcensor
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Frequently asked questions
What company does Rafael Cfp® work for? Rafael Cfp® is working for Mai Capital Management LLC
What is Rafael Cfp®'s title at Mai Capital Management LLC? Rafael's title is , Senior Wealth Advisor
What is Rafael Cfp®'s Seniority at Mai Capital Management LLC? Rafael Cfp® has been with Mai Capital Management LLC for 1+ years and is a normal employee
For how long is Rafael Cfp® working as a Senior Wealth Advisor? Rafael Cfp® has 1+ years experience as Senior Wealth Advisor.
What are Rafael Cfp®'s functions as a Senior Wealth Advisor ? Rafael Cfp® is responsible for Consucenso
Which education does Rafael Cfp® have? Rafael Cfp® has a Phd degree from Kcensoredcensoredce.
Who are similar contacts like Rafael Cfp® ? Some similar contacts are Patrice Willis, Lori Jaryga, Ikeya Jackson, Sister Petersen, Julie Minarczik and Cathy Moore.
What is Rafael Cfp®'s LinkedIn profile ? Rafael Cfp®'s LinkedIn profile can be found at https://linkedin.com/in/raf***-cfp®-7***
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