AD

Abbey Delgado-Cruz

Finance Associate at ChatterBoss

Abbey Delgado-Cruz is a finance professional with extensive experience in financial analysis, planning, and administrative support. Currently serving as a Paraplanner at Diamond Client Group since October 2022, Abbey conducts in-depth financial research and prepares comprehensive plans for high-net-worth clients. In addition, Abbey works as a Finance Associate at ChatterBoss, overseeing payroll and facilitating communication between departments. Previous roles include Social Media Manager at Korbyn, where Abbey developed and implemented strategies to enhance brand engagement, and Administrative Assistant at Northwestern Mutual, where responsibilities included client management and support for financial advisors. Abbey holds an MBA with an emphasis in Healthcare Administration from Texas Woman's University, a BBA in Finance from the University of Houston, and an AA from Lone Star College.

Links


Org chart


Teams

This person is not in any teams