Heidy Dacanay Email
Client Services Team Lead @ Burton Enright Welch
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Heidy Dacanay Location
- United States
Heidy Dacanay Work
- 2022 -now Client Services Team Lead @
- 2021 -2022 Financial Advisor @
- 2019 -2021 Associate Wealth Advisor at Travis Financial Services @
- 2019 -2021 Associate Wealth Advisor at Travis Financial Services @
- 2015 -2019 Senior Client Service Representative @
- 2014 -2015 Alternative Investment Administrator at Schwab Charitable @
- 2010 -2014 Implementation Specialist @
- 2002 -2010 Transition Manager @
- 2000 -2002 Registered Sales Assistant @ Lehman Brothers
- 1991 -2000 Registered Sales Assistant @ SG Cowen
- 1990 -1991 Office Assistant @
Heidy Dacanay Education
- University of Phoenix
Bachelor of Science (B.S.) (Business)
Heidy Dacanay Summary
- Heidy Dacanay, based in United States, is currently a Client Services Team Lead at Burton Enright Welch. Heidy Dacanay brings experience from previous roles at Ameriprise Financial Services, LLC, LPL Financial, Travis Credit Union and Mellon Capital. Heidy Dacanay holds a Bachelor of Science (B.S.) in Business @ University of Phoenix. Heidy Dacanay has 1 emails on RocketReach.
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