12
Years
Total Experience
REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
Education:
Studied Business Administration and Management at the University of New Mexico
Meet Yesenia
A skilled professional in the financial services industry with 10 years of experience as a personal banker, Yesenia brings a strong combination of operational and client service skills to her role as a Wealth Management Client Service Specialist. She is responsible for generating a variety of custom reports, handling client billing, and helping to ensure the smooth and efficient operation of the firm’s Wealth Management practice. She also enjoys supporting her team as a coach and mentor.
Financial Planning
However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.
