Current Position:
Account Manager at Avantax Planning PartnersExperience:
11 yearsLocation:
Roswell, New MexicoDec 2020 - Current
May 2018 - Jun 2020
Jul 2015 - May 2018
Dec 2014 - Mar 2015
Bachelor of Business Administration - BBA at Missouri State University
Name: Avantax Planning Partners
Speciality: Asset Management, Risk Management, Retirement Plan Services, Brokerage, Estate Planning, Tax Planning, Financial Planning, Wealth Managment
Location: Dubuque, IA, United States
Employees: 100-200
HQ Phone: 563-582-2855
Description: As part of Avantax, a unique community within Cetera Holdings, Avantax Planning Partners℠ offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax...
How long has Carrillo Steven Anthony been working as a Account Manager?
Carrillo Steven Anthony's total experience in various companies as a Account Manager 6 years.What is Carrillo Steven Anthony's minimum period of employment in the companies?
Carrillo Steven Anthony's minimum period of employment in various companies is 3 months.What is Carrillo Steven Anthony's average duration of employment for different companies?
On average, Carrillo Steven Anthony works for one company for 1 year 9 monthsWhat industries has Carrillo Steven Anthony worked in?
Carrillo Steven Anthony works in the Financial Services. Previously, Carrillo Steven Anthony worked in the Investment Management.What positions has Carrillo Steven Anthony held before?
Previously, Carrillo Steven Anthony worked as a Account Manager.How do I contact Carrillo Steven Anthony?
Carrillo Steven Anthony's email address is s*************o@avantax.com, phone number is +1-***-***-9209. Sign up to get contact details.Who is the President/CEO/Director of the Avantax Planning Partners?
The President/CEO/Director of the Avantax Planning Partners is Aaron MaxeyWho are Carrillo Steven Anthony's peers at other companies?
Carrillo Steven Anthony's peers at other companies are Joseph Lee and Wendy Lambert and Mohamed GalalFind email for 850M+ professionals