Profil
Ms. Meg P.
Sheil-Puopolo is a Partner at Verdence Capital Advisors LLC.
As a Partner and Private Wealth Advisor at Verdence, she is committed to helping clients define and achieve their financial goals.
With 18 years of experience at Fidelity, most recently as Vice President and Financial Consultant, she brings experience serving high-net-worth individuals, families, and business owners.
She received her undergraduate degree from Indiana University.
Anciens postes connus de Meg Patricia Sheil-Puopolo
| Sociétés | Poste | Fin |
|---|---|---|
Verdence Capital Advisors LLC
Verdence Capital Advisors LLC Investment ManagersFinance Verdence tailors a customized investment portfolio that considers several factors, including the client’s time horizon, investment objectives, and risk tolerance. | Gestionnaire de Portefeuille-Actions | - |
Formation de Meg Patricia Sheil-Puopolo
Expériences
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Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Indiana University
Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Verdence Capital Advisors LLC
Verdence Capital Advisors LLC Investment ManagersFinance Verdence tailors a customized investment portfolio that considers several factors, including the client’s time horizon, investment objectives, and risk tolerance. | Finance |
















