Wealth Management Accounting Employee Directory

Wealth Management Accounting corporate office is located in 10425 Oak Valley Rd, Fort Wayne, Indiana, 46845, United States and has 1-10 employees.

wealth management accounting

Employees by Department

Departments

Number of employees

Operations

Sales

C-Suite

Finance

Key Employees of Wealth Management Accounting

IB
Isabel Benitez
Bookkeeper Manager
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Wealth Management Accounting Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Wealth Management Accounting

Hundreds of professionals searching for Wealth Management Accounting have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

IB
Isabel Benitez
Email Direct
Bookkeeper Manager
United States , Indiana , Fort Wayne

KF
Kaitlyn Fredericks
Email Direct
Business Analyst
United States , Indiana , Fort Wayne

EA
Erika Attar
Email Direct
Administrative Assistant
United States , Indiana , Fort Wayne

KA
Kendra Arnold
Email Direct
Executive Assistant
United States , Indiana , Fort Wayne

KR
Karen Robinson
Email Direct
Insurance Professional
United States , Indiana , Fort Wayne

Former Employees at Wealth Management Accounting

Explore people who held key positions, contributed to Wealth Management Accounting's success, and advanced their careers.

DS
Dina Sljivo
Financial Controller at BC Surface Supply
Worked as Director, Marketing
at Wealth Management Accounting (2019-2022)
Email Direct
KY
Katherine Yuke
Manager, Team Resource... at Rush Facilities
Worked as Director, Human Resources
at Wealth Management Accounting (2020-2023)
Email Direct
AB
Annie Bowman
Real Estate Broker at Keller Williams Realty
Worked as Business Development
at Wealth Management Accounting (2021-2022)
Email Direct

Explore More

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Frequently Asked Questions Regarding Wealth Management Accounting Employees

How many employees does Wealth Management Accounting have?

Wealth Management Accounting has 1-10 employees

Who are Wealth Management Accounting key employees?

Some of Wealth Management Accounting key employees are Isabel Benitez

Where is Wealth Management Accounting located?

Wealth Management Accounting’s headquarters are located at 10425 Oak Valley Rd, Fort Wayne, Indiana, 46845, United States

How do I contact Wealth Management Accounting?

Wealth Management Accounting Contact Info: Phone number: (260) 624-0490 Website: www.wmateam.org

What does Wealth Management Accounting do?

Wealth Management Accountants offers a comprehensive range of wealth management accounting solutions, including investment management, tax planning, and estate planning. Their services are tailored for small businesses, individuals, families, financial advisors, CPAs, and attorneys. The firm emphasizes a cohesive approach to financial management, e... Read More

Is Wealth Management Accounting a public company?

Wealth Management Accounting is private company therefore does not currently have an official ticker symbol

See more information about Wealth Management Accounting Employees