CJ
Caitlin Joyce
Marketing & Client Relations Manager | Legacy Capital Group at Legacy Capital Group | Northwestern Mutual
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Work Experience
Marketing & Client Relations Manager | Legacy Capital Group
Mar 2021 - Present · 3 years and 9 months
Marketing & Client Relations Manager | Donaldson Wealth Management
Mar 2021 - Oct 2022 · 1 years and 7 months
Marketing Manager
Jul 2019 - Sep 2021 · 2 years and 2 months
Company Details
2-10 Employees
We believe anything is possible with the right financial plan. Through our customized financial planning, we equip our clients to achieve goals beyond what they can imagine. They gain peace of mind in the present, clarity of vision for the future and the promise of legacy for generations to come.
Website
Year Founded
2022
Social Media
Linkedin
Industry
Financial Services
HQ Location
3600 Minnesota Drive
Suite 600
Edina, Minnesota 55435, US
Keywords
Financial PlanningInvestmentsInvestingFinancial AdvisorEstate PlanningCharitable GivingRisk Management SolutionsBusiness PlanningWealth ManagementRetirement Planning
Contact Details
- Email AddressC**@nm.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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