Katarzyna Puscian is a Senior Client Service Associate at Vivaldi Capital Management, with previous experience as a Client Service Associate at UBS. Before that, Katarzyna worked as a Tax Preparer Assistant at J. A. S. Tax Services and as a Lead Generator at Diamond Resorts™. Katarzyna also has experience as a Dental Assistant at OmDent Dental Office. Katarzyna attended Arizona State University and Oakton College for their education.
September, 2019 - present
Senior Client Service Associate at Carson Wealth Management Group
Senior Client Service Associate at Casita
Senior Client Service Associate at WMS Partners
Senior Client Service Associate at Cambridge Trust
Senior Client Service Associate at Wetherby Asset Management