Vested Client Services, Llc
In everything that we do, it is our goal to ensure daily peace of mind for our clients and increase their bandwidth to focus on what matters to them most - career, family, passion. Vested Client Services is a boutique financial concierge platform providing high-touch financial administration and bookkeeping solutions to high net worth individuals and families, professional athletes, artists, and entertainers.
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Verified contacts
2
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
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no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- BM
Brendan McCoy
Vice President of Financial Services and Client Relations · Other
EmailPhone - SG
Sarah Greene
Founder & CEO · General Business & Management
EmailPhone
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Top roles at Vested Client Services, Llc
2 distinct titles indexed · top 2 shown.
- 1founder & ceo
- 1vice president of financial services and client relations
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