Current Position:
New Business - Case Manager at Guerra Wealth AdvisorsExperience:
8 yearsLocation:
Hollywood, FloridaMar 2023 - Current
Dec 2022 - Mar 2023
Aug 2022 - Dec 2022
Dec 2017 - Sep 2022
Oct 2018 - Dec 2018
Bachelor of Finance at Florida International University
SIE (Securities Industry Essentials) at Kaplan
2-15 License at Gold Coast Professional Schools
Bachelor's degree at Florida International University
Diploma of Education at Sheridan Technical College
Name: Guerra Wealth Advisors
Speciality: Retirement Planning, Tax Strategies, Legacy Estate Planning, Healthcare Planning, Retirement Income Planning, Personal Financial Coaching, Investment Planning
Location: Miami, Florida, United States
Employees: 10-50
HQ Phone: 305-448-1011
Description: Formerly known as Guerra Financial Group. With over 35 years of serving the community, Guerra Financial Group has committed their practice to creating and customizing financial pla...
How long has Melissa Sanchez been working as a New Business - Case Manager?
Melissa Sanchez's total experience in various companies as a New Business - Case Manager 2 years 5 months.What is Melissa Sanchez's minimum period of employment in the companies?
Melissa Sanchez's minimum period of employment in various companies is 2 months.What is Melissa Sanchez's average duration of employment for different companies?
On average, Melissa Sanchez works for one company for 1 year 5 monthsWhat industries has Melissa Sanchez worked in?
Melissa Sanchez works in the Financial Services. Previously, Melissa Sanchez worked in the Retail.What positions has Melissa Sanchez held before?
Previously, Melissa Sanchez worked as a Account Specialist, and Client Services Associate, and Training Coordinator, and Assistant Manager.How do I contact Melissa Sanchez?
Melissa Sanchez's email address is s*******m@guerrawealth.com, phone number is +1-***-***-7398. Sign up to get contact details.Who is the President/CEO/Director of the Guerra Wealth Advisors?
The President/CEO/Director of the Guerra Wealth Advisors is Max PaezFind email for 850M+ professionals