Xavier Ardanaz

Financial products and solutions - protect your loved ones and reach your goals

Role
Financial Representative at Capital Strategies, Beyond Wealth
Location
Austin, TX, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Xavier Ardanaz

I offer financial needs analysis, including access to trust services, through a network…

Experience

  1. Financial Representative

    Capital Strategies, Beyond Wealth

    Mar 2025 — Present

    I help my clients prepare for the unexpected and uncertainties of their financial future, by protecting your assets, making your money work for you, and planning your legacy.

Education

  • NYU Stern School of Business

    MBA, Marketing, International Bus.. Finance

    1992 — 1996

  • Rutgers University

    BS, Business

    1986 — 1991

Skills

  • Sales Management
  • General Administration
  • Developing Markets
  • P&L
  • Marketing Strategy
  • Product Management
  • Advertising
  • Analysis
  • Marketing
  • Management
  • Program Management
  • Retail
  • Leadership
  • Strategic Planning
  • Start-Ups
  • Product Development
  • Training
  • Negotiation
  • Strategy

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Xavier Ardanaz — Financial Representative at Capital Strategies, Beyond Wealth in Austin, TX, US | Unifers