April Esparza

April Esparza Email and Phone Number

Executive Assistant to Jordan Colman @ Octavia Wealth Advisors
cincinnati, ohio, united states
April Esparza's Location
San Diego, California, United States, United States
About April Esparza

April Esparza is a Executive Assistant to Jordan Colman at Octavia Wealth Advisors.

April Esparza's Current Company Details
Octavia Wealth Advisors

Octavia Wealth Advisors

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Executive Assistant to Jordan Colman
cincinnati, ohio, united states
Website:
octaviawa.com
Employees:
25
April Esparza Work Experience Details
  • Octavia Wealth Advisors
    Executive Assistant To Jordan Colman
    Octavia Wealth Advisors May 2024 - Present
    San Diego, California, United States
    Octavia Wealth Advisors, LLC is a registered investment advisor. Octavia provides investment advisory and related services for clients nationally. Octavia will maintain all applicable registration and licenses as required by the various states in which  Octavia conducts business, as applicable. For additional information, please visit our website at octaviawa.com.
    View
  • Ubs
    Client Services Associate
    Ubs Jul 2021 - May 2024
    San Diego, California, United States
    View
  • Morgan Stanley
    Senior Service Associate
    Morgan Stanley May 2006 - Jul 2021
    View

Frequently Asked Questions about April Esparza

What company does April Esparza work for?

April Esparza works for Octavia Wealth Advisors

What is April Esparza's role at the current company?

April Esparza's current role is Executive Assistant to Jordan Colman.

Who are April Esparza's colleagues?

April Esparza's colleagues are Kristin Schur, Marcia Lusnak, Brad Lauch, Lisa Bolden, Donald Hughett, Brenda Keefe, Marc Wagner, Cfp®.

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