Sheetal Kate

Executive HR - Operations at Agili - Richmond, VA, US

Sheetal Kate's Colleagues at Agili
Stacey Standlick

Office Manager / Assistant To The President

Contact Stacey Standlick

Nigel Williams

Portfolio/ Investments Administrator

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Adrienne Martin

Marketing and Process Analyst

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Robinson Alves

Consultor Tecnico

Contact Robinson Alves

Van Nguyen

Client Services Manager

Contact Van Nguyen

Francisco Costa

Consultor tecnico Jr. Externo

Contact Francisco Costa

Jamie Malone

Principal & Financial Strategist

Contact Jamie Malone

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Sheetal Kate's Contact Details
Email (Verified)
***@agilipersonalcfo.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
804-358-2702
Location
Company
Agili
Sheetal Kate's Company Details
Agili logo, Agili contact details

Agili

Richmond, VA, US • 20 - 49 Employees
Financial Services

At Agili, we believe that success isn't only measured in dollars, it's measured in meaningful moments. We are dedicated to eliminating stress and worry in your life so that you can enjoy those moments. We focus on the big picture and handle the details, so you can live more fully every day. We harness our intellectual curiosity and experience to find the best possible solution for you. We do so with respect, compassion and appreciation.For over 25 years, our firm has been grounded by our commitment to always work in our clients' best interest. As a Registered Investment Advisor (RIA), we are required by law to be a fiduciary, but truthfully, our guiding philosophy has always been to put clients first. From our founding we have been members of the National Association of Personal Financial Advisors (NAPFA). We were pioneers of the fee-only model, not taking commissions on investments, which enables us to avoid conflicts of interest with our clients. We live and breathe this ethic.

Investment Management Financial Planning Private Equity Alternative Investments Family Office Estate Planning Tax Strategy Education Planning Insurance Strategy Financial Independence Planning Retirement Planning Financial Services Financial Advisory Services
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Frequently Asked Questions about Sheetal Kate
Sheetal Kate currently works for Agili.
Sheetal Kate's role at Agili is Executive HR - Operations.
Sheetal Kate's email address is ***@agilipersonalcfo.com. To view Sheetal Kate's full email address, please signup to ConnectPlex.
Sheetal Kate works in the industry.
Sheetal Kate's colleagues at Agili are Stacey Standlick, Nigel Williams, Adrienne Martin, Robinson Alves, Van Nguyen, Francisco Costa, Jamie Malone and others.
Sheetal Kate's phone number is 804-358-2702
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