RT
Richele Tacdol
Associate Director Of Operations at Apella Wealth
View Richele's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
May 2021 - Present · 3 years and 7 months
Associate Director Of Operations
Feb 2024 - Present · 10 months
Platform Services & Billing Manager
Apr 2023 - Feb 2024 · 10 months
Business Analyst Manager
May 2021 - Apr 2023 · 1 years and 11 months
Company Details
51-200 Employees
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.
Year Founded
2014
Social Media
Linkedin
Industry
Financial Services
HQ Location
65 Memorial Road Suite C340 West Hartford, CT 06107, US
Keywords
Wealth ManagementFinancial PlanningInvestment Advisory
Discover More About Cleveland Clinic

Find verified contacts of Richele Tacdol in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.