Bianca Cervantes

Bianca Cervantes Email and Phone Number

Senior Client Relationship Associate @ Confianza Wealth Management
San Diego, CA, US
Bianca Cervantes's Location
Vista, California, United States, United States
Bianca Cervantes's Contact Details

Bianca Cervantes personal email

n/a

Bianca Cervantes phone numbers

About Bianca Cervantes

Bianca Cervantes is a Senior Client Relationship Associate at Confianza Wealth Management. She possess expertise in spanish, social media, microsoft office, microsoft excel, microsoft word and 11 more skills. She is proficient in Spanish.

Bianca Cervantes's Current Company Details
Confianza Wealth Management

Confianza Wealth Management

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Senior Client Relationship Associate
San Diego, CA, US
Website:
confianzawealth.com
Employees:
2
Bianca Cervantes Work Experience Details
  • Confianza Wealth Management
    Senior Client Relationship Associate
    Confianza Wealth Management
    San Diego, Ca, Us
    View
  • Ep Wealth Advisors
    Client Relationship Associate
    Ep Wealth Advisors Sep 2020 - Apr 2024
    San Diego, California, United States
    I enhancing client's trust and confidence between high net worth client and financial advisors by building authentic connections with clients and prospects, and continuously nurturing existing clients. EP Wealth provides client support in financial, tax, and estate planning.
    View
  • Ats Advanced Trustee Strategies
    Client Relations Coordinator
    Ats Advanced Trustee Strategies Jan 2020 - Sep 2020
    San Diego, California, United States
    ATS (Advanced Trustee Strategies) is dedicated to helping people both learn and implement advanced financial strategies that help them effectively manage and pass on their wealth.
    View
  • World Financial Group (Wfg)
    Operations Specialist
    World Financial Group (Wfg) Mar 2018 - Jan 2020
    Carlsbad, Ca
    World Financial Group helps every family can access to life insurance products to prepare for a better future.
    View

Bianca Cervantes Skills

Spanish Social Media Microsoft Office Microsoft Excel Microsoft Word Microsoft Outlook Quickbooks Salesforce.com Sharepoint Hootsuite Sales Operations Strategic Leadership Project Management Project Planning Logistics Management Time Management

Bianca Cervantes Education Details

Frequently Asked Questions about Bianca Cervantes

What company does Bianca Cervantes work for?

Bianca Cervantes works for Confianza Wealth Management

What is Bianca Cervantes's role at the current company?

Bianca Cervantes's current role is Senior Client Relationship Associate.

What is Bianca Cervantes's email address?

Bianca Cervantes's email address is ce****@****est.edu

What is Bianca Cervantes's direct phone number?

Bianca Cervantes's direct phone number is +177365*****

What schools did Bianca Cervantes attend?

Bianca Cervantes attended Uc San Diego Extended Studies, Lake Forest College.

What skills is Bianca Cervantes known for?

Bianca Cervantes has skills like Spanish, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Quickbooks, Salesforce.com, Sharepoint, Hootsuite, Sales Operations, Strategic Leadership.

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    3 +191525XXXXX

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