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Yadhira Burgos Email & Phone Number

Client Service Associate at Provenance Wealth Advisors
Location: Boca Raton, Florida, United States 6 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Provenance Wealth Advisors
Role
Client Service Associate
Location
Boca Raton, Florida, United States
Company size
42 employees

Who is Yadhira Burgos? Overview

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Quick answer

Yadhira Burgos is listed as Client Service Associate at Provenance Wealth Advisors, a company with 42 employees, based in Boca Raton, Florida, United States. AeroLeads shows a matched LinkedIn profile for Yadhira Burgos.

Yadhira Burgos previously worked as Client Service Professional at Provenance Wealth Advisors and Client Service Professional at The Colony Group. Yadhira Burgos holds Business Administration, Management And Operations from Mercy University.

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Email format at Provenance Wealth Advisors

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Provenance Wealth Advisors

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Profile bio

About Yadhira Burgos

Experienced senior customer service representative with a demonstrated history of working in the banking industry. Strong finance professional skilled in Commercial Lending, Customer Service, Banking, Credit, and Cross Selling.

Current workplace

Yadhira Burgos's current company

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Provenance Wealth Advisors
Provenance Wealth Advisors
Client Service Associate
fort lauderdale, florida, united states
Website
provwealth.com
Employees
42
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6 roles

Yadhira Burgos work experience

A career timeline built from the work history available for this profile.

Client Service Professional

The Colony Group

Boca Raton, Florida, United States

Nov 2021 - May 2024

Personal Banker

Citi

Boca Raton, Florida, United States

Jan 2018 - Mar 2021

Senior Customer Service Representative

Td
Nov 2016 - Jan 2018

Head Teller

Td

Providing exceptional Customer serviceDemonstrated competency and accountability with Store operational standardsProvide leadership, conflict resolution, process improvement and communication to the Teller lineCoach team members on identifying sales opportunities and referring Customers to appropriate Store Employees or internal Business Partners to.

Aug 2009 - Jan 2018
Team & coworkers

Colleagues at Provenance Wealth Advisors

Other employees you can reach at provwealth.com. View company contacts for 42 employees →

BM Brooke Martin Brooke Martin Colleague at Provenance Wealth AdvisorsMiami-Fort Lauderdale Area, United States View → JP Jenny Portales Jenny Portales Colleague at Provenance Wealth AdvisorsMiami-Fort Lauderdale Area, United States View → DC Dian Chivari Dian Chivari Colleague at Provenance Wealth AdvisorsFort Lauderdale, Florida, United States, United States View → SP Shane Phillips Cfa, Caia, Cfp® Shane Phillips Cfa, Caia, Cfp® Colleague at Provenance Wealth AdvisorsMiami-Fort Lauderdale Area, United States View → LB Lauren B. Lauren B. Colleague at Provenance Wealth AdvisorsFort Lauderdale, Florida, United States, United States View → J“ Johanna “Vanessa” Bravo Johanna “Vanessa” Bravo Colleague at Provenance Wealth AdvisorsMiami, Florida, United States, United States View → ED Evan Dunayer, Cpa, Cfp® Evan Dunayer, Cpa, Cfp® Colleague at Provenance Wealth AdvisorsFort Lauderdale, Florida, United States, United States View → MS Martha Swain, Clu, Chfc, Cfp(R) Martha Swain, Clu, Chfc, Cfp(R) Colleague at Provenance Wealth AdvisorsFort Lauderdale, Florida, United States, United States View → JK Jim Kunkel Jim Kunkel Colleague at Provenance Wealth AdvisorsFort Lauderdale, Florida, United States, United States View → OI Olga Ismail Olga Ismail Colleague at Provenance Wealth AdvisorsHialeah, Florida, United States, United States View →
2 education records

Yadhira Burgos education

FAQ

Frequently asked questions about Yadhira Burgos

Quick answers generated from the profile data available on this page.

What company does Yadhira Burgos work for?

Yadhira Burgos works for Provenance Wealth Advisors.

What is Yadhira Burgos's role at Provenance Wealth Advisors?

Yadhira Burgos is listed as Client Service Associate at Provenance Wealth Advisors.

Where is Yadhira Burgos based?

Yadhira Burgos is based in Boca Raton, Florida, United States while working with Provenance Wealth Advisors.

What companies has Yadhira Burgos worked for?

Yadhira Burgos has worked for Provenance Wealth Advisors, The Colony Group, Fratarcangeli Wealth Management, Citi, and Td.

Who are Yadhira Burgos's colleagues at Provenance Wealth Advisors?

Yadhira Burgos's colleagues at Provenance Wealth Advisors include Brooke Martin, Jenny Portales, Dian Chivari, Shane Phillips Cfa, Caia, Cfp®, and Lauren B..

How can I contact Yadhira Burgos?

You can use AeroLeads to view verified contact signals for Yadhira Burgos at Provenance Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Yadhira Burgos attend?

Yadhira Burgos holds Business Administration, Management And Operations from Mercy University.

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