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Eddy Sanchez Email & Phone Number
Financial Services Professional
at
Lake Oswego Wealth Strategies
LinkedIn matched
✓ Verified July 2026
2 data sources
Profile completeness 71%
Current company
Role
Financial Services Professional
Location
Lake Oswego, Oregon, United States
Company size
Who is Eddy Sanchez? Overview
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Quick answer
Eddy Sanchez is listed as Financial Services Professional at Lake Oswego Wealth Strategies, a with 2 employees, based in Lake Oswego, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Eddy Sanchez.
Eddy Sanchez previously worked as Chief Operating Officer at Rose City Financial and Chief Operating Officer at Rose City Financial.
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Email format at Lake Oswego Wealth Strategies
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Lake Oswego Wealth Strategies
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Profile bio
About Eddy Sanchez
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for every client and empower them with the proper education to make confident financial decisions.
Current workplace
Eddy Sanchez's current company
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Lake Oswego Wealth Strategies
6 roles
Eddy Sanchez work experience
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Chief Operating Officer
Chief Operating Officer
My role involves developing personalized financial plans to help clients achieve their financial goals. I pride myself in building life long relationships, and empowering clients with the education to make confident financial decisions to reach their financial goals.
Financial Services Professional
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, experience, and team required to help meet my client’s established goals.
Escalations Representative
Led client issue resolutions by coordinating efforts among various teams, resulting in enhanced customer satisfaction.
Oct 2022 - Oct 2023
Collections Specialist
Managed collections processes to recover delinquent accounts while maintaining compliance with regulations and policies. Strong communication skills to negotiate payment arrangements and provide financial counseling to clients.
Jul 2019 - Oct 2022
FAQ
Frequently asked questions about Eddy Sanchez
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What company does Eddy Sanchez work for?
Eddy Sanchez works for Lake Oswego Wealth Strategies.
What is Eddy Sanchez's role at Lake Oswego Wealth Strategies?
Eddy Sanchez is listed as Financial Services Professional at Lake Oswego Wealth Strategies.
Where is Eddy Sanchez based?
Eddy Sanchez is based in Lake Oswego, Oregon, United States while working with Lake Oswego Wealth Strategies.
What companies has Eddy Sanchez worked for?
Eddy Sanchez has worked for Lake Oswego Wealth Strategies, Rose City Financial, Massmutual Oregon, and Wells Fargo.
How can I contact Eddy Sanchez?
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