Alexis Sabrina Garza

Role
Wealth Planning Senior Associate at Austin Asset
Location
Austin, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Wealth Planning Senior Associate

    Austin Asset

    Aug 2023 — Present

    Austin Asset goes beyond traditional wealth management. As partners in our clients\' financial success, we’re challenging the status quo by delivering financial counsel that is objective, honest, and focused on the needs of our clients.

Skills

  • Team Leadership
  • Time Management
  • Spanish
  • Microsoft Word
  • Public Speaking
  • Sales
  • Powerpoint
  • Communication
  • Teamwork
  • Leadership
  • Community Outreach
  • Management
  • Microsoft Office
  • Microsoft Excel
  • Event Planning
  • Customer Service
  • Leadership Development

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Alexis Sabrina Garza — Wealth Planning Senior Associate at Austin Asset in Austin, TX, US | Unifers