Liz Cillo, CFP®

Director of Portfolio and Wealth Advisory at BBR Partners
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US
Skills

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Bio

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Experience

  • BBR Partners
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Director of Portfolio and Wealth Advisory
      • Jul 2021 - Present

    • Vice President of Portfolio and Wealth Advisory
      • Sep 2018 - Jun 2021

  • Capital Group Private Client Services
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Vice President, Senior Client Relationship Specialist
      • Apr 2016 - Sep 2018

    • Senior Relationship Associate, Private Client Services
      • Dec 2014 - Apr 2016

  • Lord, Abbett & Co. LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Services Manager
      • Feb 2011 - Sep 2014

  • Janney Montgomery Scott LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Feb 2009 - Jul 2010

  • Wachovia Dealer Services
    • Financial Services
    • 100 - 200 Employee
    • Financial Advisor
      • Jul 2008 - Feb 2009

  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Internship
      • Jun 2005 - Aug 2007

      Mortgage Division: Operations/Production Mortgage Division: Operations/Production

Education

  • University of Delaware
    Bachelor's Degree, Finance
    2004 - 2008

Community

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