Client Relations Executive
With nearly 12 years of service in the accounting field and 8 years in the financial investment industry, Leticia lends qualified assistance in many areas of Strategic Wealth Advisors from supporting each advisor as an executive assistant, managing daily accounting functions, attending to all licensing and appointment issues as well as, assisting in client scheduling. Leticia demonstrates an impressive display of commitment to making sure every issue is handled with accuracy, efficiency and devotion. As Client Relations Executive, Leticia enjoys making every person that walks through our doors feel “right at home”.
Leticia’s favorite and most inspiring quote to live by:
“Be the living expression of God’s kindness: kindness in your face, kindness in your eyes, kindness in your smile.” St. Teresa of Calcutta
Email Leticia at firstname.lastname@example.org.