28 Mar Stephanie Turano
Posted at 14:21h
in
Stephanie's responsibilities at Sax WA consists of client onboarding, Advisor support, processing transactions and custodian communications....
29 Jan Andrea Freijomil
Posted at 15:50h
in
Andrea Freijomil has over 20 years of experience in client-facing roles. She specializes in efficiently handling client requests while building strong relationships with clients, advisors, and custodians....
09 Jan Brittney Whitehouse
Posted at 11:11h
in
With 5 years of experience in the wealth advisory field, Brittney Whitehouse excels in client communication and support for Sax Wealth Advisors....
05 Feb Kara Moss
Posted at 14:09h
in
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" z_index="" padding_top="60" padding_bottom="30"][vc_column offset="vc_hidden-sm vc_hidden-xs"][vc_empty_space height="100px"][/vc_column][vc_column][vc_column_text] Meet the Team [/vc_column_text][vc_empty_space height="20px"][vc_separator type="normal"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" z_index=""][vc_column width="1/3"][vc_single_image image="6937" img_size="300x300" alignment="center" style="vc_box_circle_2" qode_css_animation=""][vc_empty_space height="20px"][/vc_column][vc_column width="2/3"][vc_column_text] Kara Moss [/vc_column_text][vc_column_text] Client Service Associate [/vc_column_text][vc_column_text]Parsippany, NJ | 973.554.6033 kmoss@saxwa.com[/vc_column_text][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no"...
02 May Hetal Bhimani
Posted at 16:10h
in
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" z_index="" padding_top="60" padding_bottom="30"][vc_column offset="vc_hidden-sm vc_hidden-xs"][vc_empty_space height="100px"][/vc_column][vc_column][vc_column_text] Meet the Team [/vc_column_text][vc_empty_space height="20px"][vc_separator type="normal"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" z_index=""][vc_column width="1/3"][vc_single_image image="6749" img_size="300x300" alignment="center" style="vc_box_circle_2" qode_css_animation=""][vc_empty_space height="20px"][/vc_column][vc_column width="2/3"][vc_column_text] Hetal Bhimani [/vc_column_text][vc_column_text] Client Service Associate [/vc_column_text][vc_column_text]Parsippany, NJ | 609.737.6600 hbhimani@saxwa.com[/vc_column_text][button icon="fa-download" target="_self" hover_type="default" text="Download VCF"...
02 May Grecia Fontanez
Posted at 15:44h
in
Grecia Fontanez is a Client Service Associate at Sax Wealth Advisors with over a decade of experience....