Unesa M Email & Phone Number

Chief Compliance Officer @ Opes Wealth Management, LLC.

5 free lookup(s).

Unesa M Location

San Jose, CA, US

Unesa M Work

2019 - now Chief Compliance Officer @ Opes Wealth Management, LLC.
2023 - now Head of Client Services @ Opes Wealth Management, LLC.
2019 - 2023 Senior Client Service Associate @ Opes Wealth Management, LLC.

2017 - 2019 Client Service Associate @ Opes Wealth Management, LLC.
2015 - 2016 Associate Director, Client Service, Private Client Practice @ Cambridge Associates
2013 - 2015 Manager, Investment Operations @ Cambridge Associates
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2010 - 2012 Analyst, Investment Operations @ Cambridge Associates
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2006 - 2009 Associate, Investment Operations @ Cambridge Associates
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2004 - 2005 Underwriting Technical Assistant @ Falvey Cargo Underwriting
2003 - 2005 Administrative Assistant @ Falvey Cargo Underwriting

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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 Chief Compliance Officer 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 1 mobile phone numbers on RocketReach.

Unesa M Emails

Found 1 emails

@yahoo.com

Unesa M Phone Numbers

Found 3 phone numbers

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Others Named Unesa M

Unesa M

Chief Compliance Officer at Opes Wealth Management, LLC.

San Jose, CA, US
1
- yahoo.com
3
- +1 909-844-XXXX
- +1 650-755-XXXX
- +1 650-758-XXXX

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Top Opes Wealth Management, LLC. Employees

Unesa M

Chief Compliance Officer at Opes Wealth Management, LLC.

San Jose, CA, US
1
- yahoo.com
3
- +1 909-844-XXXX
- +1 650-755-XXXX
- +1 650-758-XXXX
Calvin Webster

Associate, Client Services at Opes Wealth Management, LLC.

Menlo Park, CA, US
1
- opeswealth.com
1
- +1 970-590-XXXX

View Similar Profiles

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