Anna Alarcon

Operations Specialist/Insurance Specialist at Sierra Ridge Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • Medicare Specialist Certification
    Aetna, a CVS Health Company
  • Oregon State Life and Health Insurance License
    State of Oregon

Experience

  • Sierra Ridge Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Operations Specialist/Insurance Specialist
      • Mar 2023 - Present

      Job related responsibilities include New Advisor Onboarding and Training/ Transition Assistance, Insurance and Annuity Specialist and Case Manager, Servicing and New Account Operations Training, Redtail-CRM Platform Administrator, Director and Oversight of Special Projects.

    • Advisor Support Specialist
      • Sep 2020 - Mar 2023

  • Lighthouse Financial Planners & Advisors
    • Executive Assistant and Insurance Specialist
      • Jul 2020 - Mar 2023

Education

  • Rogue Community College
    Associate of Arts - AA, Art/Art Studies, General
    2019 - 2021

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