Judith Maldonado

Project Manager, Trajan Wealth LLC

Role: Project Manager at Trajan Wealth LLC
Location: Scottsdale, AZ, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

Experience

Project Manager
Trajan Wealth LLC
Jan 2024 — Present · Scottsdale, AZ, US

Education

University of Arizona - Eller College of Management
Bachelor of Business Administration (B.B.A.), Business Administration
2011 — 2015
Pima Community College
Associate's degree, Business Administration and Management, General

Skills

Social Networking
Powerpoint
Microsoft Excel
Multi Tasking
Teamwork
Interpersonal Skills
Microsoft Office
Sales
Social Media
Customer Service
Living Abroad
Public Speaking
Strategic Planning
Management
Marketing
Event Planning
Leadership
Dance Instruction
Time Management
Volunteering Abroad
Retail
Microsoft Word

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
j•••••@trajanwealth.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••19

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Current company

Trajan Wealth LLC

Financial Services · 120 employees · Founded 2012 · Scottsdale, Arizona, United States

Trajan Wealth is a Family Office Trajan Wealth is a Registered Investment Advisor (RIA) and family office offering integrated wealth management, tax planning, estate planning, retirement planning, and private markets investing, all under one roof. Veteran-owned and veteran-led, we're built on a commitment to service that started in uniform. As a fee-based fiduciary, Trajan Wealth is obligated to act in your best interest. That priority shapes everything we do. A True Family Office Experience Most people work with separate professionals for investments, taxes, and estate planning, advisors who rarely talk to each other. Our family office model brings these together into one coordinated plan. No silos, just a complete financial picture working in your favor. What We Help You Navigate Whether you're evaluating retirement income strategies, weighing the tax implications of a major life event, structuring an estate plan, looking for private market opportunities, or managing a portfolio through uncertain markets, we give you the knowledge and guidance to make confident decisions at every stage of life. Who We Serve We work with investors, retirees, and high-net-worth families seeking a long-term advisory relationship built on transparency, education, and proactive planning. Our clients don't just want someone to manage their money. They want a partner who helps them understand it. An Empowered Client Is Our Goal We listen, explain your options in plain language, and build strategies tailored to your situation. When you understand your plan, you make better decisions. That's the Trajan Difference. Visit TrajanWealth.com to speak with a fiduciary advisor today. Trajan Wealth® an SEC registered investment advisor. Additional services through Trajan Estate Trajan Tax. Additional disclosures and accreditation at Trajanwealth.com.

trajanwealth.com

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Experience

Project Manager

Education

University of Arizona - Eller College of Management

Pima Community College

Skills

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