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Everardo Martinez

Director of Operations at Axxcess Wealth Management

  • LinkedIn

CSUSM graduate and now working with a great team at Axxcess Wealth Management. Education Background: As a marketing major, I have learned the core concepts and have familiarized myself w...

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AXXCESS WEALTH MANAGEMENT

AXXCESS WEALTH MANAGEMENT

  • description Description
    The purpose of our firm is to deliver wealth management advice, investment management services, and capital allocation strategy to family offices, business owners, and high net worth clients....

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Axxcess Wealth Management Org Chart and Mapping

Employees

Megan Haviland

Project Manager Assoicate

Alina Urzua

Investment Advisor Assistant

Susan Wrenn

Business Development & Financial Controller

Robert Mulreaney

Director of Investment Operations Intern

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  • Email  :  e****@axxcesswealth.com

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