Michel Gonzalez
Senior Client Service Associate at Wealth Enhancement Group
- Role
- Senior Client Service Associate at Wealth Enhancement
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Michel Gonzalez
As a Senior Client Service Associate, Michel supports client service operations. Michel…
Experience
Senior Client Service Associate
Jun 2024 — Present · Houston, TX, US
Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients’ lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future.The financial advisors at Wealth Enhancement offer advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group.
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance
2014 — 2018
Skills
- Social Media
- Microsoft Office
- Teamwork
- Google Docs
- Time Management
- Leadership
- Customer Service
- Social Networking
- Powerpoint
- Microsoft Word
- Team Leadership
- Public Speaking
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