jennie helm
operations manager
About
Operations Manager at Moneta Group
united states
saint louis
financial services
customer service, financial planning, operations management
Experience
senior client service manager
moneta group
billing specialist
rehabcare group inc
operations manager
moneta group
Moneta Group provides Family CFO services to clients with complex financial lives. The firm's primary role is to serve as each client's advocate, helping them negotiate the many complexities encountered in managing their financial affairs. It is a comprehensive financial planning firm – totaling more than $16 billion in assets under management as of December 31, 2015. The 39 principals are owners of the firm. Individual principal teams serve as Family CFOs to a select group of clients, providing experienced insight across a broad range of financial topics.Moneta is the 4th largest RIA in the country and was named a Top Workplace in St. Louis by the St. Louis Post-Dispatch.
jennie helm's Contact Information
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