Kareem Green
Associate Ii Financial Planner at Captrust
Based in Bethlehem, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Bethlehem
Industry
Financial Services
Company size
1.8K
Contact information
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k•••••••@captrust.com
Phone
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Background
About Kareem Green
I am a private wealth management professional with experience in helping individuals and families achieve their financial goals. I am also working towards receiving my CFP designation. I specialize in investment management, risk management, tax planning, private equity and estate planning. Throughout my professional career, I have built a reputation for providing exceptional client service and fostering long-term relationships based on trust and transparency. I am committed to staying up to date with the latest industry trends and leveraging cutting-edge technology to deliver innovative solutions. I am always seeking opportunities to network, collaborate, and learn from other professionals in the field.
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