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Tanya Escobedo
Guiding Financial Advisors to Career Independence at Dynamic Wealth Advisors
Experienced financial professional with 20+ years of expertise in risk management, policy, and human resources.
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Location
Gilbert, Arizona, United States, US
Skills
- Risk Management
- Policy
- Human Resources
- Series 65
- Spanish
- Show all
Bio
Generated by
Topline AI
Tanya Escobedo is a seasoned financial professional with 20+ years of experience in risk management, policy, human resources, and financial services. She has guided financial advisors to career independence and managed operations, client services, and administration at top firms like Dynamic Wealth Advisors, Krueger & Catalano Capital Partners, LLC, UBS, Morgan Stanley, and Smith Barney. Tanya is fluent in Spanish and holds a Series 65 license.
Experience
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Dynamic Wealth Advisors
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Scottsdale, AZ
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Guiding Financial Advisors to Career Independence
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Mar 2016 - Present
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Scottsdale, AZ
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Krueger & Catalano Capital Partners, LLC
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Houston, Texas Area
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Operations/Client Service Mgr/CCO
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May 2013 - Nov 2015
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Houston, Texas Area
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UBS
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The Woodlands, TX
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Administrative Manager
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Mar 2011 - Jul 2012
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The Woodlands, TX
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Morgan Stanley
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Las Vegas, NV
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Complex Business Svc Mgr/Operations Mgr
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May 2003 - May 2010
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Las Vegas, NV
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Smith Barney
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Fresno, California Area
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Financial Consultant
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Feb 1996 - Jun 2003
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Fresno, California Area
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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