Terri Christensen
Client Service Operations Specialist at Wealth Management Associates
Email:
t****@dbfitzpatrick.com
Phone Number: (***)-***-****
Experienced Vice President of Operations with a demonstrated history of working in the investment management industry. Skilled in Budgeting, Operations Management, Microsoft Word, and Cus...
Read More
Profile Privacy
-
Share Profile
WEALTH MANAGEMENT ASSOCIATES
-
Headquarters: 6600 Koll Ctr Pkwy, Pleasanton, California, 83616, United States
-
Industry Investment Management
-
Website wealth-mgt.net
-
HQ Phone +19*********
-
Description
Wealth Management Associates (WMA) was founded in 1989 and over the years the business has grown into an organization focused on helping families and individuals to meet their financial goals...Read More
-
Employees 11-50
-
Revenue 10 Million to 25 Million
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Wealth Management Associates Org Chart and Mapping
Email
Phone
Jon Sullivan
Investment Advisor Representative W/ Continuum Advisory, Registered Representative W/ Triad Advisors
Frequently Asked Questions Regarding Terri Christensen
Answer: Terri Christensen works for Wealth Management Associates as Client Service Operations Specialist
Answer: Terri Christensen’s role in Wealth Management Associates is Client Service Operations Specialist
Answer: Terri Christensen's email address is t***@gmail.com
Answer: Terri Christensen's business email address is t****@dbfitzpatrick.com
Answer: Terri Christensen’s direct phone number is (***)-***-****
Answer: Terri Christensen works in the industry of: Investment Management
Answer: Terri Christensen is the current Client Service Operations Specialist at Wealth Management Associates.... Read More
Answer: Terri Christensen works Wealth Management Associates located at 6600 Koll CTR Pkwy, Pleasanton, California, 83616, United States
Answer: Wealth Management Associates's Client Service Operations Specialist is Terri Christensen
Answer: Terri Christensen contact details:
- Phone number : (***)-***-****
- Email : t****@dbfitzpatrick.com
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month