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Yadeiri Luzon

Client Operations Associate at Wealthspire Advisors

  • LinkedIn

Email Email: y****@wealthspire.com

phone noPhone Number: (***)-***-****

Hi there! I'm a friendly and detail-oriented individual with 6 years of experience in various interpersonal roles. My knack for calculating balances and ensuring numerical accuracy is com...

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WEALTHSPIRE ADVISORS

WEALTHSPIRE ADVISORS

  • description Description
    Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 270 associates serving clients from 18 offices in 10 states. With a strong commit...

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  • Employees count Employees 201-500
  • Revenue Revenue 250 Million to 500 Million
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Wealthspire Advisors Org Chart and Mapping

Employees

Karen Miller

Client Services Associate

Vicki Tymann

Executive Assistant & Office Manager

Natalie Truty

Advisor, Senior Vice President

Sean Heyman

Customer Service Specialist

Tim Talbott

Senior Advisor Associate

Dylan Mills

Senior Marketing Coordinator

Karyn Tylicki

Senior Client Service Associate

Frequently Asked Questions Regarding Yadeiri Luzon

Answer: Yadeiri Luzon works for Wealthspire Advisors as Client Operations Associate

Answer: Yadeiri Luzon’s role in Wealthspire Advisors is Client Operations Associate

Answer: Yadeiri Luzon's email address is y***@gmail.com

Answer: Yadeiri Luzon's business email address is y****@wealthspire.com

Answer: Yadeiri Luzon’s direct phone number is (***)-***-****

Answer: Yadeiri Luzon works in the industry of: Financial Services

Answer: Yadeiri Luzon is the current Client Operations Associate at Wealthspire Advisors.... Read More

Answer: Yadeiri Luzon works Wealthspire Advisors located at 1099 Milwaukee St, New York, 63122, United States

Answer: Wealthspire Advisors's Client Operations Associate is Yadeiri Luzon

Answer: Yadeiri Luzon contact details:

  • Phone number  :  (***)-***-****
  • Email  :  y****@wealthspire.com

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