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Signals feed Opportunity queue Analytics How it works About

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Every person and account is made up, for illustration only.

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Feed Queue Analytics How it works About

All data is synthetic. Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.

Built by Gerard KaszaHow it works About

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Client profile · synthetic

Celeste Zielinski

HNWAge 60-69Nashville, TNConservative riskWorks at AmazonAdvisor Dana Whitfield

Net worth

$3.4M

assets minus liabilities

Assets

$4.3M

7 accounts

Liabilities

$947.9K

3 accounts

Take-home pay

$443.7K

last 12 months

Held with your firm 36%Held away 64%

$1,567,509$2,751,634

Balance history

HeldHeld awayNet worth

Linked accounts (7)

$4,319,143

Your Firm Brokerage••4998
Linked Aug 6, 2023
Held$1,567,509
Principal 401(k)••8793
Linked May 8, 2023
Away$1,133,176
Merrill Brokerage••2672
Linked Aug 9, 2022
Away$1,086,836
Ally Bank Savings••2736
Linked Mar 8, 2023
Away$354,907
Gemini Crypto••3811
Linked Oct 26, 2023
Away$113,361
Capital One Checking••2005
Linked May 1, 2024
Away$61,484
Empower 401(k)••8146
Linked Oct 30
Away$1,871

Liabilities (3)

$947,899

JPMorgan Chase Mortgage••1308
Linked Jun 16, 2022
$921,339
Capital One Credit card••9411
Linked Aug 4, 2023
$26,560
Bank of America Auto loan••7187
Linked May 4, 2023
$0

Signal timeline (3)

Employer ChangeNov 14New
Celeste Zielinski moved from Nvidia to Amazon, pay up 4%
Debt PayoffSep 25Dismissed
Celeste Zielinski paid off their auto loan
Life EventJun 23Reviewed
Celeste Zielinski's spending points to a move: $13.8K on moving in 60 days