Premier Path Wealth Partners
As an independent registered investment adviser, we provide our clients with the creative and effective solutions needed to address today’s complex wealth management challenges. We work closely with multigenerational families, corporate executives, entrepreneurs and the owners of private and family businesses. We learn about their financial objectives and understand the personal values that drive their decisions. We help them envision a practical way to support their passions and prepare for tomorrow and beyond. As a growing firm, we're looking to attract like-minded advisors who believe in our mission to perform at the highest level possible for our clients.
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Verified contacts
9
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
2
across 2 depts
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
10
organic / mo
Hiring · 2 open positions across 2 departments
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- RG
Rebecca Garcia
Senior Relationship Manager · Finance & Accounting
EmailPhone - KC
Kelly Carolan
Relationship Manager · Sales & Business Development
EmailPhone - DW
Derek Wittjohann
Chief Operating Officer, Partner · Other
EmailPhone - ML
Michael Lehman
CEO, Founding Partner · General Business & Management
EmailPhone - PY
Patrick York
Partner · General Business & Management
EmailPhone
Showing 5 of 9 verified contacts
Top roles at Premier Path Wealth Partners
6 distinct titles indexed · top 6 shown.
- 2ceo, founding partner
- 2operations and compliance specialist
- 2relationship manager
- 1chief operating officer, partner
- 1partner
- 1senior relationship manager
Sign up to unlock all 9 contacts at Premier Path Wealth Partners
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Premier Path Wealth Partners
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