Iris Aillaud

Iris Aillaud Email and Phone Number

Financial Planning & Analysis Manager, Client Relations @ Sagent Wealth Management
Iris Aillaud's Location
United States, United States
Iris Aillaud's Contact Details

Iris Aillaud personal email

n/a

Iris Aillaud phone numbers

About Iris Aillaud

Iris Aillaud is a Financial Planning & Analysis Manager, Client Relations at Sagent Wealth Management. She possess expertise in estate planning, strategic financial planning, asset managment, wealth management, financial advisory and 14 more skills.

Iris Aillaud's Current Company Details
Sagent Wealth Management

Sagent Wealth Management

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Financial Planning & Analysis Manager, Client Relations
Iris Aillaud Work Experience Details
  • Sagent Wealth Management
    Controller
    Sagent Wealth Management Sep 2021 - Present
    Laguna Beach, California, United States
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Iris Aillaud Skills

Estate Planning Strategic Financial Planning Asset Managment Wealth Management Financial Advisory Project Management Financial Analysis Data Analysis Asset Management Management Business Planning Portfolio Management Forecasting Mutual Funds Financial Planning Investments Finance Leadership Analysis

Iris Aillaud Education Details

Frequently Asked Questions about Iris Aillaud

What company does Iris Aillaud work for?

Iris Aillaud works for Sagent Wealth Management

What is Iris Aillaud's role at the current company?

Iris Aillaud's current role is Financial Planning & Analysis Manager, Client Relations.

What is Iris Aillaud's email address?

Iris Aillaud's email address is ir****@****ool.com

What is Iris Aillaud's direct phone number?

Iris Aillaud's direct phone number is +192552*****

What schools did Iris Aillaud attend?

Iris Aillaud attended California Polytechnic State University-San Luis Obispo.

What are some of Iris Aillaud's interests?

Iris Aillaud has interest in Pilates, Yoga, Snowboarding, Hiking, Running, Aerials Arts.

What skills is Iris Aillaud known for?

Iris Aillaud has skills like Estate Planning, Strategic Financial Planning, Asset Managment, Wealth Management, Financial Advisory, Project Management, Financial Analysis, Data Analysis, Asset Management, Management, Business Planning, Portfolio Management.

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