Luis Yanez work email
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Luis Yanez personal email
Luis Yanez is a Financial Planning at TCI Wealth Advisors. He possess expertise in microsoft office, customer service, bilingualism, powerpoint, oracle sql developer and 15 more skills.
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Tci Wealth AdvisorsTucson, Az, Us
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Financial Planning AssociateTci Wealth Advisors Jan 2024 - PresentTucson, Az, Us
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Financial Services ConsultantVanguard Sep 2021 - Jan 2024Valley Forge, Pa, Us -
Ultra High Net Worth Service RepresentativeVanguard Aug 2022 - Oct 2023Valley Forge, Pa, Us
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High Net Worth Consultant Senior AssociateVanguard Aug 2020 - Sep 2021Valley Forge, Pa, Us
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High Net Worth Inheritance ConsultantVanguard Feb 2019 - Aug 2020Valley Forge, Pa, Us
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Inheritance ConsultantVanguard Aug 2018 - Feb 2019Valley Forge, Pa, Us
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Inheritance ServicesVanguard Feb 2017 - Aug 2018Valley Forge, Pa, UsCommunicate complex financial concepts using a simplified approachAssist potential and existing clients in transferring assets between accounts and opening new accounts Provide guidance conversations with clients who have inherited Vanguard assets from a loved one Identifies clients’ needs and positions Vanguard services to assist clients in managing Vanguard accounts
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Leadership Development Intern | Home Security Contractor | Door-To-Door MarketingNorthstar Alarm Services May 2016 - Aug 2016Orem, Ut, Us• Interact with wide-ranging sociodemographic neighborhoods on a daily basis through direct sales • Convince customers to purchase product using scripted presentation and persuasive techniques • Develop constructive and cooperative working relationships with managers and colleagues -
It Consultant InternBanner Health University Of Arizona Feb 2016 - May 2016Tucson, Arizona, Us• Collaborate with a team of 5 to analyze UAHP database software systems• Diagnosis of data flow discrepancies and interface triggers across all health plan systems• Recommend solution to client’s IT issues – determines changes and best practices
Luis Yanez Skills
Luis Yanez Education Details
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University Of Arizona - Eller College Of ManagementManagement Information Systems -
University Of ArizonaSpanish Language And Literature
Frequently Asked Questions about Luis Yanez
What company does Luis Yanez work for?
Luis Yanez works for Tci Wealth Advisors
What is Luis Yanez's role at the current company?
Luis Yanez's current role is Financial Planning.
What is Luis Yanez's email address?
Luis Yanez's email address is lu****@****ard.com
What schools did Luis Yanez attend?
Luis Yanez attended University Of Arizona - Eller College Of Management, University Of Arizona.
What are some of Luis Yanez's interests?
Luis Yanez has interest in Economic Empowerment, Civil Rights And Social Action, Education, Environment, Science And Technology, Human Rights, Arts And Culture, Health.
What skills is Luis Yanez known for?
Luis Yanez has skills like Microsoft Office, Customer Service, Bilingualism, Powerpoint, Oracle Sql Developer, Long Distance Running, Swimmer, Spanish Literature, Mis, Teamwork, Interpersonal Skills, Leadership.
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