Joscelin Magaña
Marketing Manager @Wwm Financial
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WORK HISTORY
Marketing Manager @Wwm Financial
Carlsbad, CA, US
Marketing Responsibilities:Digital Marketing SpecialistOnline AdvertisingPodcast ProductionVideo ProductionSocial MediaEmail CommunicationPrint NewsletterEvent PlanningOperations: April 2017 - July 2019Service Client Accounts.Open Accounts, Transfer Assets, Facilitate Deposits, Vote ProxiesAccount MaintenanceAssist Operations Manager with business administration.Software: Tamrac CRM, Charles Schwab Advisor ViewWWM Financial. LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where WWM Financial, LLC properly licensed or exempt from licensure. We are an independent, SEC registered, financial advisory firm with a team approach to providing financial planning solutions for high net worth individuals and families.
EDUCATION
Pepperdine University
BA, Liberal Arts
University of San Diego
Certificate, Strategic Online Marketing
ABOUT JOSCELIN MAGAÑA
I grew up in the small towns of Pacifica and Aptos in Northern California and moved to Southern California for College. The beautiful weather made it hard to go back north. I lucked out and met an amazing woman and we settled down to raise our kids here in North San Diego County.
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