Unesa M Email & Phone Number
Head of Client Services @ Opes Wealth Management, LLC.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Unesa M Location
- San Jose, CA, US
Unesa M Work
- 2023 -now Head of Client Services @
- 2019 -now Chief Compliance Officer @
- 2019 -2023 Senior Client Service Associate @
- 2017 -2019 Client Service Associate @
- 2015 -2016 Associate Director, Client Service, Private Client Practice @
- 2013 -2015 Manager, Investment Operations @
- 2010 -2012 Analyst, Investment Operations @
- 2006 -2009 Associate, Investment Operations @
- 2004 -2005 Underwriting Technical Assistant @
- 2003 -2005 Administrative Assistant @
Unesa M Education
- University of San Francisco
Bachelor of Science (B.S.) (Applied Economics)
2004-2007
Unesa M Summary
- Unesa M, based in San Jose, CA, US, is currently a Head of Client Services at Opes Wealth Management, LLC.. Unesa M brings experience from previous roles at Opes Wealth Management, LLC. and Cambridge Associates, LLC. Unesa M holds a 2004 - 2007 Bachelor of Science (B.S.) in Applied Economics @ University of San Francisco. Unesa M has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Unesa M?
Find contact details for 700 million professionals.
Others Named Unesa M
Unesa M
Head of Client Services
San Jose, CA, US
Top Opes Wealth Management, LLC. Employees
Mark Duvall
Co-President
California, United States
Kenji Bleicker
Certified Financial Planner
Ashland, OR, US
Unesa M
Head of Client Services
San Jose, CA, US
Lyla Kristina Bonilla
Associate Planner
Ewa Beach, HI, US
Calvin Webster
Associate, Client Services
Menlo Park, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co