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Alexia Baltazar Email & Phone Number

Director of Operations | Financial Operations Specialist at Aspasia Wealth Management
Location: Portland, Oregon, United States 5 work roles 1 school
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Current company
Role
Director of Operations | Financial Operations Specialist
Location
Portland, Oregon, United States

Who is Alexia Baltazar? Overview

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Quick answer

Alexia Baltazar is listed as Director of Operations | Financial Operations Specialist at Aspasia Wealth Management, based in Portland, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Alexia Baltazar.

Alexia Baltazar previously worked as Director of Operations at Aspasia Wealth Management and Home Loan Specialist at Pennymac. Alexia Baltazar holds Bachelor Of Arts - Ba, Sociology from California State University, Los Angeles.

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Aspasia Wealth Management

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Profile bio

About Alexia Baltazar

At Aspasia Wealth Management, my role as Director of Operations harnesses my adeptness in vendor relations and attention to detail to optimize organizational processes. With a proven track record, I focus on driving operational excellence and fostering strategic partnerships that contribute to our mission of delivering exceptional wealth management solutions.Previously, as a Home Loan Specialist at PENNYMAC, I thrived by leveraging my skills in problem-solving and collaborative teamwork, essential in guiding clients through complex mortgage landscapes. This experience honed my ability to adapt and deliver client-focused results, affirming my commitment to operational efficiency and excellence in the ever-evolving financial industry.

Current workplace

Alexia Baltazar's current company

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Aspasia Wealth Management
Aspasia Wealth Management
Director of Operations | Financial Operations Specialist
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5 roles · 7 years

Alexia Baltazar work experience

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Director Of Operations

Current

Tigard, Oregon, United States

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Aspasia Wealth Management and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

May 2021 - Present

Home Loan Specialist

Phoenix, Arizona, United States

As a Home Loan Specialist at PennyMac my focus was on in problem-solving, adaptability, and collaborative teamwork. Excelled in guiding clients through portions of the mortgage process, ensuring seamless transactions. Thrived in dynamic environments, leveraging adaptability to navigate industry changes effectively. Adept at collaborating with cross-functional teams, including underwriters and real estate professionals, to deliver optimal solutions. Contributed expertise to PennyMac's mission of providing innovative and client-focused mortgage solutions.

2020 - 2021 ~1 yr

Visual Merchandising Manager

Chandler, Arizona, United States

Dedicated former Visual Merchandising Manager at Pottery Barn with over 10 years of progressive career growth. Led impactful visual strategies, transforming spaces and elevating brand presence to drive sales results consistently exceeding targets. Managed a dynamic team of 20+ employees, providing effective training and leadership to foster a collaborative environment. Specialized in cultivating effective displays that resonated with customers, contributing significantly to Pottery Barn's aesthetic appeal and store success throughout my tenure.

Jun 2015 - Sep 2020

Design Studio Specialist

Pasadena, California, United States

Jan 2012 - Jun 2015

Sales Associate

Pasadena, California, United States

Jan 2010 - Jan 2012
1 education record

Alexia Baltazar education

FAQ

Frequently asked questions about Alexia Baltazar

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What company does Alexia Baltazar work for?

Alexia Baltazar works for Aspasia Wealth Management.

What is Alexia Baltazar's role at Aspasia Wealth Management?

Alexia Baltazar is listed as Director of Operations | Financial Operations Specialist at Aspasia Wealth Management.

Where is Alexia Baltazar based?

Alexia Baltazar is based in Portland, Oregon, United States while working with Aspasia Wealth Management.

What companies has Alexia Baltazar worked for?

Alexia Baltazar has worked for Aspasia Wealth Management, Pennymac, and Pottery Barn.

How can I contact Alexia Baltazar?

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What schools did Alexia Baltazar attend?

Alexia Baltazar holds Bachelor Of Arts - Ba, Sociology from California State University, Los Angeles.

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