Charly Benitez

Client Relationship Manager at Avantax Wealth Management℠
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas-Fort Worth Metroplex, US

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Bio

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Experience

  • Avantax Wealth Management®
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Relationship Manager
      • Jun 2021 - Present

  • Fidelity Charitable®
    • United States
    • Philanthropic Fundraising Services
    • 300 - 400 Employee
    • Client Service Representative
      • Aug 2020 - Jun 2021

  • Leo Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Associate
      • Dec 2019 - Sep 2020

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Service Representative
      • May 2009 - Jan 2016

      Managed a portfolio of Financial Institutions. Managed a portfolio of Financial Institutions.

Education

  • Montessori Institute of North Texas
    Assistant to Infancy, Birth to 3 years
    2015 - 2017

Community

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