SP
Shiv Patel
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Work Experience
Jan 2016 - Present · 8 years and 11 months
Director
Jan 2023 - Present · 1 years and 11 months
Manager
Jun 2018 - Jan 2023 · 4 years and 7 months
Senior Analyst
Jan 2016 - Jul 2018 · 2 years and 6 months
Company Details
At Tolleson, we're all about building relationships and strengthening financial futures. We go beyond traditional wealth management to take care of all things financial for our clients and their families. As a private and family-run business proudly based in Dallas, Texas, our goal is to help nurture a legacy of prosperity and fulfillment for generations to come. For more information, visit tollesonwealth.com. Equal Opportunity Employer. For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/general-website-disclosure/,
Year Founded
2000
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
5500 Preston Road Suite 250 Dallas, Texas 75205, US
Keywords
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