Theo V. Email
Client Service Associate @ WESCAP Group
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Theo V. Location
- Glendale, CA, US
Theo V. Work
- Client Service Associate @ (January 2025 - Present)
- Client Service Associate @ (August 2023 - Present)
- Client Service Associate @ (August 2022 - Present)
Theo V. Education
- UC Berkeley Extension
Certificate in Financial Planning
2023-2024 - San Diego State University
Bachelor of Science - BS
2018-2022 - Loyola High School of Los Angeles 2014-2018
Theo V. Skills
- Communication
- Customer Service
- Financial Forecasting
- GoldMine CRM
- Office Administration
- PortfolioCenter
- Retirement Analysis
- Retirement Planning
- Schwab Advisor Center
- Teamwork
- Trading
- iRebal
Theo V. Summary
- Theo V., based in Glendale, CA, US, is currently a Client Service Associate at WESCAP Group. Theo V. brings experience from previous roles at WESCAP Group. Theo V. holds a 2023 - 2024 Certificate in Financial Planning @ UC Berkeley Extension. With a robust skill set that includes Communication, Customer Service, Financial Forecasting, GoldMine CRM, Office Administration and more. Theo V. has 2 emails on RocketReach.
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