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Becky B.
Chief Of Staff & Director Of Operations at Andina Family Offices
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Work Experience
Chief Of Staff & Director Of Operations
Feb 2023 - Present · 1 years and 11 months
Chief Of Staff
Sep 2022 - Feb 2023 · 5 months
AGS Law
Legal Assistant Paralegal
Aug 2022 - Feb 2023 · 6 months
Company Details
11-50 Employees
We provide comprehensive wealth planning, investing, and reporting services to business owners, high net worth families and individuals. We help clients discover their true objectives and create confidence that their financial affairs are being managed to reach those objectives.
Year Founded
2013
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
2600 Executive Parkway
Suite 451
Lehi, Utah 84043, US
Keywords
Wealth ManagementEstate PlanningAsset ProtectioCharitable GivingInvestment AnalyticsAsset AllocatioAlternative InvestmentsSuccession PlanningCash Flow AnalysisPhilanthropy
Contact Details
- Email AddressB**@andinafamilyoffices.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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