Madelyn Cerda Email & Phone Number
Client Service Advisor @ Granite Harbor Advisors
5 free lookup(s).
Madelyn Cerda Location
- Houston, TX, US
Madelyn Cerda Work
- 2023 -now Client Service Advisor @
- 2020 -2023 Wealth Management Associate @
- 2018 -2020 Client Service Assistant @ Clarus Wealth Group
- 2017 -2017 Summer Financial Planning Intern @
- 2013 -2014 Bank Teller @
- 2011 -2013 Bank Teller @
Madelyn Cerda Education
- Texas Tech University College of Human Sciences
Bachelor's degree (Personal Finance Planning)
2014-2017
Madelyn Cerda Skills
- Portfolio Management
- Microsoft Office
- Teamwork
- Microsoft Word
- Management
- Banking
- Microsoft Excel
- Sales
- Finance
- Economics
- Customer Service
- Financial Services
- Commercial Banking
- Personal Financial Planning
Madelyn Cerda Summary
- Madelyn Cerda, based in Houston, TX, US, is currently a Client Service Advisor at Granite Harbor Advisors. Madelyn Cerda brings experience from previous roles at Avidian Wealth Solutions, Clarus Wealth Group, Cypress Point Wealth Management and JPMorgan Chase & Co.. Madelyn Cerda holds a 2014 - 2017 Bachelor's degree in Personal Finance Planning @ Texas Tech University College of Human Sciences. With a robust skill set that includes Portfolio Management, Microsoft Office, Teamwork, Microsoft Word, Management and more. Madelyn Cerda has 1 emails and 1 mobile phone numbers on RocketReach.
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Madelyn Cerda
Client Service Advisor
Houston, TX, US
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