Jacinta Lazcano Email & Phone Number
Vice President | Operations Support Services @ Atria Wealth Solutions
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Jacinta Lazcano Location
- San Diego, CA, US
Jacinta Lazcano Work
- 2023 -now Vice President | Operations Support Services @
- 2017 -2023 Manager @
- 2016 -2017 New Accounts Supervisor @
- 2013 -2016 Service 360 Team Lead @
- 2013 -2013 Dedicated Service 360 Representative @
- 2011 -2013 Service 360 Representative @
- 2010 -2011 Money Desk Disbursements Specialist @
- 2008 -2009 Customer Service Representative @
- 2006 -2008 Assistant Client Services Coordinator and Asst. Office Manager @ Family Credit Counseling Corp.
Jacinta Lazcano Education
- Mira Costa College
(Business Administration)
2003-2004
Jacinta Lazcano Skills
- Wealth Management
- Microsoft Office
- Portfolio Management
- Management
- Quality Control
- Investments
- Problem Solving
- Risk Management
- Trading
- Analytics
- Credit Risk
- Team Leadership
- Finance
- Call Centers
- Customer Service
- Financial Analysis
- Financial Services
- Securities
- Financial Planning
- Mutual Funds
Jacinta Lazcano Summary
- Jacinta Lazcano, based in San Diego, CA, US, is currently a Vice President | Operations Support Services at Atria Wealth Solutions. Jacinta Lazcano brings experience from previous roles at LPL Financial and Commonwealth Financial Network. Jacinta Lazcano holds a 2003 - 2004 Mira Costa College. With a robust skill set that includes Wealth Management, Microsoft Office, Portfolio Management, Management, Quality Control and more. Jacinta Lazcano has 1 mobile phone numbers on RocketReach.
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