Isaias Cadenas has a strong background in client services and financial administration. Isaias has experience in working with clients in a professional manner and coordinating team efforts. Isaias has held various roles in banking and financial institutions, managing customer portfolios, evaluating financial needs, and ensuring compliance with industry standards. Isaias also has experience as a Teller, managing daily cash intake and conducting audits. Isaias holds a degree from San Jose City College, City Colleges of Chicago-Harold Washington College, and National Louis University.
February, 2023 - present
Client Service Associate at Abacus Wealth Partners
Client Service Associate at Abacus Wealth Partners
Client Service Associate at Miracle Mile Advisors
Client Service Associate at BakerAvenue Wealth Management
Client Service Associate at Angeles Investments