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MEMBER PROFILE

 

Kevin Jones

Bernstein Private Wealth

 

Member profile details

Membership level
Denver Launch Committee
First name
Kevin
Last name
Jones
Title
Vice President, Wealth Planning
Company
Bernstein Private Wealth
XPX Chapter Email Lists
  • Denver News & Events
 

XPX ROLE

Leadership Role
Launch Committee
 

CONTACT INFORMATION

City
Denver
State
Colorado
 

PROFILE INFORMATION

Call me when
anytime
Why I/we support XPX
Support business owners in building and selling successful businesses
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Business management
  • Capital markets
  • Cooperative business models
  • Culture
  • Debt
  • Diversity/Equity/Inclusion
  • Employee engagement/ retention
  • Equity
  • ESOPs
  • Estate planning
  • Fiduciary
  • Finance
  • Investments
  • Marketing
  • Organizational development
  • Retirement
  • Risk management
  • Sales
  • Training
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Software/Internet
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
In Business Since
1967
How to contact
3035969058
Business Focus
Business Owners/Founders/Entrepenuers
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