Anthony Estrada

Anthony Estrada Email and Phone Number

VP of Operations at Litman Gregory Wealth Management @ Litman Gregory Wealth Management
walnut creek, california, united states
Anthony Estrada's Location
Moraga, California, United States, United States
Anthony Estrada's Contact Details

Anthony Estrada work email

Anthony Estrada personal email

n/a
About Anthony Estrada

Anthony Estrada is a VP of Operations at Litman Gregory Wealth Management at Litman Gregory Wealth Management.

Anthony Estrada's Current Company Details
Litman Gregory Wealth Management

Litman Gregory Wealth Management

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VP of Operations at Litman Gregory Wealth Management
walnut creek, california, united states
Website:
litmangregory.com
Employees:
55
Anthony Estrada Work Experience Details
  • Litman Gregory Wealth Management
    Vp Of Operations
    Litman Gregory Wealth Management Jan 2022 - Present
    Manage and supervise direct reports and all operational activities to support Wealth Management Services; including trade submission, transaction maintenance, reconciliation, reporting, documentation, and vendor management. Develop and implement processes to generate and improve operating efficiency and accuracy, and work closely with client services, compliance, marketing, and other internal and external partners to achieve strategic and operating objectives to support WMS business growth.
    View
  • Litman Gregory Wealth Management
    Assistant Vp Of Operations
    Litman Gregory Wealth Management Jun 2021 - Jan 2022
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  • Litman Gregory Wealth Management
    Senior Operations Associate
    Litman Gregory Wealth Management Dec 2019 - Jun 2021
    View
  • Litman Gregory Wealth Management
    Operations Associate
    Litman Gregory Wealth Management Jan 2012 - Dec 2019
    View

Frequently Asked Questions about Anthony Estrada

What company does Anthony Estrada work for?

Anthony Estrada works for Litman Gregory Wealth Management

What is Anthony Estrada's role at the current company?

Anthony Estrada's current role is VP of Operations at Litman Gregory Wealth Management.

What is Anthony Estrada's email address?

Anthony Estrada's email address is an****@****gam.com

Who are Anthony Estrada's colleagues?

Anthony Estrada's colleagues are Michele Dunevent, Kipp Kjeldgaard, Ron Johnson, Elizabeth Miles Gueco Ungacta, Carol Francisco, Gretchen Hollstein, Cfp®, John Baxman, Cfp®.

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