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Cory Conzelman
Director Of Client Experience at Liang & Quinley Wealth Management
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Work Experience
Director Of Client Experience
Sep 2022 - Present · 2 years and 4 months
Executive Assistant
Nov 2015 - Feb 2023 · 7 years and 3 months
Liang & Quinley Wealth Management
Executive Assistant And Event Planner
Mar 2013 - Nov 2015 · 2 years and 8 months
Company Details
At Liang & Quinley Wealth Management, we consider every aspect of your lifestyle, including your resources and the financial decisions, through our proactive and client-focused approach to develop your plan to accumulate and preserve wealth. We believe our team approach is the best method to help high net worth individuals, families, and businesses who have a wide variety of needs as they maneuver through an increasingly complex financial world. We invite you to discover and experience the power of our team.
Year Founded
2012
Social Media
Linkedin
Industry
Financial Services
HQ Location
7700 Irvine Center Drive Suite 270 Irvine, California 92618, US
Keywords
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