Jessica Willie's Professional Contact Details

Mobile Number (Verified)
Get Mobile Number
HQ
+1 212-313-9870
Location
Clearfield, Utah

Jessica Willie's Current Company Details

BBR Partners is a boutique wealth management firm.Highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families.View Important Disclosure...
BBR Partners is a boutique wealth management firm.Highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families.View Important Disclosure Information: https://www.bbrpartners.com/view-important-disclosure-information/
multifamily office
investment management
wealth management
investment strategies
wealth advisory
portfolio management
customized investment
holistic wealth
high net worth
family governance
tax planning
risk management
manager selection
due diligence
administrative services
client communication
multidisciplinary services
asset allocation
financial planning
client reporting
financial operating system
philanthropic strategy
liquidity management
investment research
operational excellence
collaborative approach
family dynamics
multigenerational wealth
rebalancing
manager oversight
performance monitoring
financial advice
charitable partnerships
impact investing
private client services
bespoke financial solutions
financial transparency
wealth transfer strategies
trusted advisor collaborations
bespoke service
investment execution
strategic planning
community impact
financial security
independent investment management
long term growth
diversification strategies
compliance management
cybersecurity in finance
bespoke advice
high-net-worth individuals
customized services
estate planning
tax minimization
philanthropic planning
family office services
multigenerational planning
alternative investments
socially responsible investing
client-centric approach
personalized service
collaboration
independent advisory
holistic financial solutions
ultra-high-net-worth families
financial literacy
wealth preservation
financial advisory
new york
san francisco
chicago
financial services
law practice
legal services
financial consulting
consulting
management consulting

Jessica Willie's Work History and Education

BBR Partners
Administrative Assistant
2019 - Present

Frequently Asked Questions about Jessica Willie


What company does Jessica Willie work for?

Jessica Willie works for BBR Partners.

What is Jessica Willie's role at BBR Partners?

Jessica Willie's role at BBR Partners is Administrative Assistant.

What is Jessica Willie's email address?

Jessica Willie's email address is j**@bbrpartners.com.

What is Jessica Willie's business email address?

Jessica Willie's business email address is j**@bbrpartners.com.

What is Jessica Willie's direct mobile number?

Jessica Willie's direct mobile number is (646) XXX-XXXX.

What is Jessica Willie's HQ phone number?

Jessica Willie's HQ phone number is +1 212-313-9870.

What industry does Jessica Willie work in?

Jessica Willie works in the Investment Management industry.

Who are Jessica Willie's colleagues?

Jessica Willie's colleagues are Ari Shalit, Brett Barth, Connor Ambrose, Daniel Reardon and more.

Colleagues at BBR Partners

Vice President, Portfolio & Wealth Advisory
Co-CEO, Founder
Client Services Analyst
Trading Senior Associate

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

"We love the interface, the experience, and most importantly… the results."

Erik Straub

Chief Marketing Officer, Kickfurther

"Using Apollo, we’ve solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects."

Michael Transon

CEO, Victorious

Ready to try it out?

Get started for free, then add your whole team. You can always talk to sales if you’re interested in advanced plans.