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Alexandra Martella
Client Service Manager at Bsw Wealth Partners, A Public Benefit
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Work Experience
Client Service Manager
Jun 2009 - Present · 15 years and 6 months
Associate Financial Representative
Aug 2002 - Apr 2009 · 6 years and 8 months
David A Marshall & Associates
Health & Life Insurance Agent
Jul 2000 - Jul 2002 · 2 years
Company Details
BSW Wealth Partners is an authentically independent financial advisory firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last. BSW is in a category of one. We have no competitors. We actually deliver what most firms emptily promise. We bring our clients much more than our credentials (CFA®, CFP®, JD, MBA, CAIA®, CDFA, RICP®, CSRIC™). We are Confidants, Connectors, and Innovators. We are fiercely loyal to our clients and always act in their best interests. One of our proudest accomplishments is the mosaic of talents we’ve brought together for our clients. We are proud of our industry-leading employee and client retention—a testament to our Make Life Better ethos. We are raising the bar for our entire industry. Like what you hear? Follow us here or give us a call. We’ll talk. Blog: https://bsw.com/blog/ Instagram: @bswwealthpartners https://www.cnbc.com/2020/12/16/when-it-comes-to-impact-investing-these-advisors-walk-the-talk.html DISCLAIMER: The information contained on this page is for informational purposes only. Please visit www.bsw.com for full disclaimer details.
Year Founded
1992
Social Media
LinkedinInstagram
Industry
Investment Management, Feed Additives, Chemicals, Pharmaceutical Intermediates, Health & Medical, Pulp, Packaging & Paper
HQ Location
2336 Pearl Street Boulder, Colorado 80302, US
Keywords
Wealth ManagementInvestment ManagementFinancial PlanningImpact InvestingInvestment Advisory
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