Three Bell Capital
Three Bell Capital is comprised of a team of experienced industry professionals dedicated to providing a superior suite of financial services to a limited number of clients for whom we can have tremendous impact. Whether you are a private wealth management client or a business interested in establishing or transitioning a retirement plan, Three Bell Capital is your professional financial resource. When you are ready, please don’t hesitate to contact us at your convenience. We look forward to meeting and speaking with you. Check us out and follow us on Twitter @threebellcap
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Verified contacts
21
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
0
tools in use
Monthly traffic
82
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- DS
Dean Somes
Senior Portfolio Manager · Finance & Accounting
EmailPhone - ZK
Zach Kerr
Senior Portfolio Manager · Finance & Accounting
EmailPhone - JS
Josh Scheibley
Senior Retirement Plan Consultant · Finance & Accounting
EmailPhone - MD
Marley Dickson
Operations Manager · Operations
EmailPhone - SS
Steve Stroud
Senior Wealth Manager · Finance & Accounting
EmailPhone - CD
Connor Delfelder
Wealth Management Operations Coordinator · Operations
EmailPhone - EB
Elisabeth Boaz
Client Services · Customer/Client Service
EmailPhone - KH
Katelyn Harter
Wealth Management Operations Coordinator · Operations
EmailPhone - LW
Logan Wiebusch
Client Service Associate · Customer/Client Service
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Three Bell Capital
15 distinct titles indexed · top 10 shown.
- 3wealth management operations coordinator
- 2retirement plan consultant
- 2senior portfolio manager
- 1ceo
- 1chief operating officer
- 1client service associate
- 1client services
- 1director of private client services
- 1intern
- 1managing partner
- +5more titles
Sign up to unlock all 21 contacts at Three Bell Capital
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