Adan Saavedra Email & Phone Number
Client Services Associate @ DBHW Wealth Partners
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Adan Saavedra Location
- South Milwaukee, WI, US
Adan Saavedra Work
- 2025 -now Client Services Associate @
- 2024 -2025 Financial Analyst II @
- 2022 -2023 Financial Analyst @
- 2020 -2022 Customer Service Specialist @
Adan Saavedra Education
- University of Wisconsin-Milwaukee
Bachelor's degree (Bachelor's degree, Finance, General)
2018-2022 - University of Wisconsin-Parkside 2016-2018
Adan Saavedra Skills
- Problem Solving
- Analytical Skills
- Financial Analysis
- Financial Reporting
- Meeting Preparation
- Building Financial Plans
- Equipment Maintenance
- Writing
- Quotas
- Team Development
- Public Speaking
- Microsoft Office
- Critical Thinking
Adan Saavedra Summary
- Adan Saavedra, based in South Milwaukee, WI, US, is currently a Client Services Associate at DBHW Wealth Partners. Adan Saavedra brings experience from previous roles at DBHW Wealth Partners and Kesslers Diamond Ctr. Adan Saavedra holds a 2018 - 2022 Bachelor's degree in Bachelor's degree, Finance, General @ University of Wisconsin-Milwaukee. With a robust skill set that includes Problem Solving, Analytical Skills, Financial Analysis, Financial Reporting, Meeting Preparation and more. Adan Saavedra has 1 emails and 3 mobile phone numbers on RocketReach.
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Adan Saavedra
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