Edgar Villegas

Edgar Villegas Email and Phone Number

Client Services Manager @ Secured Retirement
Minneapolis, MN, US
Edgar Villegas's Location
Minneapolis, Minnesota, United States, United States
Edgar Villegas's Contact Details

Edgar Villegas work email

Edgar Villegas personal email

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About Edgar Villegas

Edgar Villegas is a Client Services Manager at Secured Retirement. He possess expertise in customer service, leadership, financial analysis, marketing, teamwork and 5 more skills.

Edgar Villegas's Current Company Details
Secured Retirement

Secured Retirement

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Client Services Manager
Minneapolis, MN, US
Edgar Villegas Work Experience Details
  • Secured Retirement
    Client Services Manager
    Secured Retirement
    Minneapolis, Mn, Us
    View
  • Secured Retirement
    Paraplanner
    Secured Retirement Oct 2024 - Present
    St Louis Park, Minnesota, United States
    View
  • Financial Freedom Wealth Management Group, Llc
    Wealth Advisor
    Financial Freedom Wealth Management Group, Llc Sep 2020 - Mar 2024
    Developed and implemented personalized financial plans to help clients work towards their financial goals.
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  • Financial Freedom Wealth Management Group, Llc
    Client Services Associate
    Financial Freedom Wealth Management Group, Llc Jul 2018 - Aug 2020
    Salem, Oregon
    Assisted clients and prospects with account maintenance needs via phone, email, and in-person. Helped manage the calendars of several financial advisors located at various office locations.Became very well versed with LPL Financial’s systems for opening and maintaining investment accounts.
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  • Auxiliaries And Activities Business Center
    Accounting Assistant
    Auxiliaries And Activities Business Center Jun 2016 - Jun 2018
    Oregon State University
    At the Auxiliaries and Activities Business Center my main functions are invoice and journal voucher processing, facilitating agency funds deposits and withdraws. Special projects have allowed me to utilize my financial literacy skills. When I worked on the contracts team, I facilitated contracts between the university and external vendors.
  • Ferguson Wellman Capital Management
    Intern
    Ferguson Wellman Capital Management Jun 2017 - Aug 2017
    Portland, Oregon Area
    Worked with investment professionals to develop a better understanding of investing and portfolio management. Through various projects I gained experience working with programs such as Bloomberg and FactSet.
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  • Oregon State University
    Sports Marketing Intern
    Oregon State University Aug 2016 - Jun 2017
    Aid Oregon State Athletics with all fan experience details at our 2016-2017 sporting events. Assist with all on court and on field marketing efforts. Participate in all grassroots marketing efforts and aid fans during events.
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  • Alpha Kappa Psi
    Vice President Of Finance
    Alpha Kappa Psi Mar 2016 - Mar 2017
    As Vice President of Finance for Alpha Kappa Psi Theta chapter, I was responsible for recording the financial transactions of the chapter, maintained and reconciled all accounts of the chapter, collected all monies owed to Theta chapter, paid chapter bills, and oversaw the Fundraising and Corporate Sponsorship committees.
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Edgar Villegas Skills

Customer Service Leadership Financial Analysis Marketing Teamwork Time Management Powerpoint Budgets Event Planning Public Speaking

Edgar Villegas Education Details

Frequently Asked Questions about Edgar Villegas

What company does Edgar Villegas work for?

Edgar Villegas works for Secured Retirement

What is Edgar Villegas's role at the current company?

Edgar Villegas's current role is Client Services Manager.

What is Edgar Villegas's email address?

Edgar Villegas's email address is ed****@****way.com

What is Edgar Villegas's direct phone number?

Edgar Villegas's direct phone number is +154149*****

What schools did Edgar Villegas attend?

Edgar Villegas attended Oregon State University.

What skills is Edgar Villegas known for?

Edgar Villegas has skills like Customer Service, Leadership, Financial Analysis, Marketing, Teamwork, Time Management, Powerpoint, Budgets, Event Planning, Public Speaking.

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