director of client experience napa wealth management@ Napa Wealth Management
Napa, California, United States
Maria McCuen
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FlashIntel GPTMaria McCuen is a highly experienced professional with 26.8 years of work experience in wealth management services. She has a strong background in client development, financial operations, accounting, payroll services, QuickBooks, family office, and concierge services. Currently, she serves as the Director of Operations and Principal at Napa Wealth Management in California. Prior to this, she held the position of Director of Client Experience at Napa Wealth Management and Director of Operations at Clear Credit Solutions, LLC. Maria McCuen is known for her expertise in managing high net worth individuals and providing exceptional financial services.
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About
Director of Operations and Principal, Napa Wealth Management
Work Experience
director of client experience napa wealth management
Investment Management
Maria McCuen's Professional Milestones
- Director Of Operations: Streamlined operational processes through strategic planning and implementation of new technologies and protocols.
- director of client experience napa wealth management (1997-01-01~): Creating unparalleled client experience through personalized and personalized services, ensuring exceptional service delivery for clients worldwide.
Skill
Wealth Management Services
High Net Worth Individuals
Client Development
Financial Operations
Accounting
Payroll Services
Quickbooks
Family Office
Concierge Services
Certification
Colleagues
Patrick McCuen
Director of Client Development
Tim Ayles, CEPA
advisor for lower-middle market owners making great businesses better
George P. McCuen, CFP®, CPWA®
Certified Financial Planner | Wealth Manager | President And Principal
Patrick McCuen CRPC®
Director Of Client Development
Miguel González
Director Of Financial Planning
Other Named Maria McCuen
Frequently asked questions
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Maria McCuen works for Napa Wealth Management
Maria McCuen's role in Napa Wealth Management is director of client experience napa wealth management
Maria McCuen works in the industry of Investment Management
Maria McCuen's colleagues are Patrick McCuen,Tim Ayles, CEPA,George P. McCuen, CFP®, CPWA®
Maria McCuen's latest job experience is director of client experience napa wealth management at Napa Wealth Management
