Peri Aptaker

Peri Aptaker

Managing Director & CEO - KLR Wealth Management, LLC
Rhode Island, United States

*50 free lookup(s) per month.

No credit card required.

Peri Aptaker’s Email

Peri Aptaker’s Phone Numbers

Social Media

Peri Aptaker’s Location

Peri Aptaker’s Current Industry

Peri Aptaker’s Prior Industry

Not the Peri Aptaker you were looking for?

Find accurate emails & phone numbers for over 700M professionals.

🔍 Search

Work Experience

KLR Wealth Management, LLC

Managing Director

2008-01-01 - Present

Centreville Bank

Board Trustee

2019-04-01 - Present

Rhode Island Convention Center Authority

Commissioner

2018-03-01 - Present

EWGARI

Member Board of Directors

2014-10-01 - 2016-11-01

United Way of Rhode Island

Member - Professional Advisory Council

2010-01-01 - 2015-01-01

Skills

investment planning estate planning wealth management personal wealth strategy estate wealth strategy wealth consultations retirement planning longterm financial planning personal finance strategy monthly financial market updates life insurance consulting investment portfolios managing money investment strategies environmental social governance investing social & governance investing

Languages

English