Tania

Tania: Email & Phone Number

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Retirement Plan Coordinator at Provenance Wealth Advisors|West Palm Beach, Florida, United States

Position:

Retirement Plan Coordinator at Provenance Wealth Advisors

Location:

West Palm Beach, Florida, United States

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Last updated: 2026-09-12
Updated: 2026-09-12

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Work Experience 19 years

Retirement Plan Coordinator at Provenance Wealth Advisors

Aug 2026 - Current

Tax Services Administrative Assistant at Berkowitz Pollack Brant Advisors + CPAs

Aug 2024 - Current

Operations Coordinator at Sagemont Advisors

Jun 2022 - Current

Administrative Assistant at Caler, Donten, Levine, Cohen, Porter & Veil PA

Feb 2015 - May 2022

Administrative Assistant/Client Service Specialists at EisnerAmper

Feb 2015 - May 2022

Administrative Assistant / Assistant Property Manager at FirstService Residential

Jun 2007 - Feb 2015

Tania started working in 2007, then the employee has changed 5 companies and 5 jobs. On average, Tania works for one company for 4 years 9 months.

Tania is proficient in English and Spanish. Their professional focus is Adobe Acrobat, Adobe Photoshop, and Box.com across 3 core areas.

Education

Bachelor of Business Administration - BBA at Inter-American University of Puerto Rico - Metropolitan Campus

University of Puerto Rico-Carolina

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