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Carol Lavelle

Personal Assistant at Wellington Shields

  • LinkedIn

Experienced and diversified EA. Able to adapt to various work environments while maintaining confidentiality, strong organizational, technical, and interpersonal skills. Highly trustworth...

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WELLINGTON SHIELDS

WELLINGTON SHIELDS

  • description Description
    Wellington Shields is an independent wealth management firm with roots dating back to 1925. We are dedicated to delivering high-quality, objective investment advice to high net worth individu...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Wellington Shields Org Chart and Mapping

Employees

James Fahey

Vice President, Wealth Advisor

Mitchell Hoffman

Investment Banking Associate

Andrea Costello

SVP, Head of Bus Development Wellington Shields & Co & Institutional Sales Dudack Research Group

Mark Pankoff

Executive Vice President

Patricia Powell

Senior Financial Advisor

Edward Cabrera

Associate, Investment Banking

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  • Phone number  :  (***)-***-****
  • Email  :  c****@wellingtonshields.com

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