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
- Vice President | Operations Support Services @ (April 2023 - Present)
- Manager @ (December 2017 - April 2023)
- New Accounts Supervisor @ (August 2016 - August 2017)
- Service 360 Team Lead @ (November 2013 - August 2016)
- Dedicated Service 360 Representative @ (May 2013 - November 2013)
- Service 360 Representative @ (March 2011 - May 2013)
- Money Desk Disbursements Specialist @ (January 2010 - March 2011)
- Customer Service Representative @ (January 2008 - January 2009)
- Assistant Client Services Coordinator and Asst. Office Manager @ Family Credit Counseling Corp. (January 2006 - January 2008)
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 emails and 1 mobile phone numbers on RocketReach.
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