Benjamin Westney
VP, Wealth Management Advisor @World Investment Advisors
San Antonio, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2024 — Present
VP, Wealth Management Advisor @World Investment Advisors
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San Antonio, TX, US
EDUCATION
2000 — 2003
The University of Texas at Austin
BA
2003 — 2005
The University of Texas at Austin
MM
2011 — 2013
Texas Tech University
MBA
SKILLS
Program ManagementMicrosoft WordSmall BusinessSmall Business MarketingMarketing StrategyInsuranceCommunicationManagementTeam BuildingSeries 66Microsoft ExcelMarketingLeadershipFinancial PlanningBudgetsFinanceBusiness StrategyAnalysisProject ManagementCustomer ServiceRetail MarketingLogisticsTrainingSeries 7QuickbooksNon-Profit AdministrationInvestments
ABOUT BENJAMIN WESTNEY
I provide wealth management and financial planning services to my clients and help guide…
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