Audrey Day
Associate Wealth Advisor at Beacon Pointe
- Role
- Associate Wealth Advisor at Beacon Pointe
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Experience
Associate Wealth Advisor
Nov 2023 — Present · San Diego, CA, US
I’m responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide clients with personalized wealth management and customized financial solutions. Among my duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client service.
Education
University of St. Thomas - Opus College of Business
Bachelor of Arts - BA, Leadership and Management, and Psychology
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.