Michelle Brownstein

VP of Private Client Services at Personal Capital - Redwood City, CA, US

Michelle Brownstein's Colleagues at Personal Capital
Todd McFarland

Senior Vice President - Private Client Group

Contact Todd McFarland

Olga Breyburg

Senior Client Operations Associate

Contact Olga Breyburg

Carlos Balgos

Senior Technical Support Specialist

Contact Carlos Balgos

Gregory DePalma

Director of Advisory Service

Contact Gregory DePalma

Grant Liu

Senior Software Engineer

Contact Grant Liu

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Michelle Brownstein's Contact Details
HQ
855-855-8005
Location
San Francisco, California
Company
Personal Capital
Michelle Brownstein's Company Details
Personal Capital logo, Personal Capital contact details

Personal Capital

Redwood City, CA, US • 500 - 999 Employees
SaaS

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns.Transform how you track and manage your financial life with Personal Capital.

Financial Services Personal Finance Software Investment Management 401k Banking Financial Planning Registered Investment Advisor Portfolio Management Financial Advice Wealth Advisory Services B2B B2C SaaS Financial Advisory Services Investment Banking Asset Management Finance
Details about Personal Capital
Frequently Asked Questions about Michelle Brownstein
Michelle Brownstein currently works for Personal Capital.
Michelle Brownstein's role at Personal Capital is VP of Private Client Services.
Michelle Brownstein's email address is ***@personalcapital.com. To view Michelle Brownstein's full email address, please signup to ConnectPlex.
Michelle Brownstein works in the SaaS industry.
Michelle Brownstein's colleagues at Personal Capital are Todd McFarland, Olga Breyburg, Carlos Balgos, Gregory DePalma, Jason Buchanan, Grant Liu, Jonathan Rhodes and others.
Michelle Brownstein's phone number is 855-855-8005
See more information about Michelle Brownstein