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Debby's email & phone

Position:Wealth Administrator at Wealthquest
Experience:7 years
Location:Cincinnati, Ohio, United States

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Work Experience

Wealth Administrator at Wealthquest

Nov 2023 - Current

Director of Client Engagement at Omega Wealth Private Capital, LLC

Mar 2023 - Nov 2023

Client Engagement Manager at Lenox Wealth Management to Creative Planning

Jan 2019 - Mar 2023

Debby started working in 2019, then the employee has changed 2 companies and 2 jobs. On average, Debby works for one company for 2 years 4 months.

Education

Bachelor's degree at Cincinnati Christian University

Current Company Information Wealthquest

Name: Wealthquest

Speciality: Investment Management, Retirement Planning, Estate Planning, College Planning, Insurance Evaluation, Long-Term Care, Tax Planning, Financial Planning

Location: Cincinnati, OH, United States

Employees: 10-50

Description: Wealthquest is a one-stop solution for wealth management, investments, tax preparation and estate planning services....

Frequently Asked Questions

What is Debby's minimum period of employment in the companies?

Debby's minimum period of employment in various companies is 8 months.

What is Debby's average duration of employment for different companies?

On average, Debby works for one company for 2 years 5 months

What industries has Debby worked in?

Debby works in the Financial Services.

What positions has Debby held before?

Previously, Debby worked as a Director of Client Engagement, and Client Engagement Manager.

How do I contact Debby?

Debby's email address is _****y@wqcorp.com, phone number is +1-***-***-4391. Sign up to get contact details.

Who is the President/CEO/Director of the Wealthquest?

The President/CEO/Director of the Wealthquest is Anna Gentile

Who are Debby's peers at other companies?

Debby's peers at other companies are Carmen Ferreira and Brady Ogle and Rowan Haywood

Debby Namesakes

Name
Company
Position
D
Certified Medical Assistant
D
Business Development Coordinator

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Other employees at Wealthquest

Name
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Position
L
Associate Wealth Advisor
A
Director of Operations

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