Current Position:
Client Operations Specialist at Tomren Wealth ManagementExperience:
9 yearsLocation:
San Ramon, CaliforniaJan 2025 - Current
Jul 2023 - Jan 2025
Mar 2021 - Jun 2023
Aug 2019 - Jan 2021
Mar 2019 - Aug 2019
Jan 2016 - Jan 2019
Bachelor of Science, Business Administration at San Francisco State University
Name: Tomren Wealth Management
Speciality: Financial Planning
Location: San Ramon, California, United States
Employees: 10-50
HQ Phone: 925-830-1700
Description: At Tomren Wealth Management, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm. We understand that investing is more t...
How long has Carlos Hernandez been working as a Client Operations Specialist?
Carlos Hernandez's total experience in various companies as a Client Operations Specialist 7 months.What is Carlos Hernandez's minimum period of employment in the companies?
Carlos Hernandez's minimum period of employment in various companies is 5 months.What is Carlos Hernandez's average duration of employment for different companies?
On average, Carlos Hernandez works for one company for 1 year 9 monthsWhat industries has Carlos Hernandez worked in?
Carlos Hernandez works in the Financial Services.What positions has Carlos Hernandez held before?
Previously, Carlos Hernandez worked as a Operations Associate, J.P. Morgan Wealth Management | First Republic now part of JPMorgan Chase, and Asset Movement Operations Associate, and Client Service Associate, and Wealth Management Intern, and Senior Clerical Assistant.How do I contact Carlos Hernandez?
Carlos Hernandez's email address is h*********c@tomrenwealth.com, phone number is +1-***-***-7254. Sign up to get contact details.Who are Carlos Hernandez's peers at other companies?
Carlos Hernandez's peers at other companies are Kyle McKinney and Julie Shannon and Michelle NguyenFind email for 850M+ professionals