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Trina Clegg
Client Service Specialist/Operations Admin at Andina Family Offices
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Work Experience
Client Service Specialist/Operations Admin
Aug 2022 - Present · 2 years and 4 months
Area Assistant
Mar 2010 - Present · 14 years and 9 months
Mortgage Loan Processor
Jan 2021 - Aug 2022 · 1 years and 7 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 AddressT**@andinafamilyoffices.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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