Profiel
Ms. Theresa Vasquez is a Chief Compliance Officer at Retirement Capital Strategies, Inc. She is responsible for ensuring our compliance program stays current with regulations.
She has been servicing clients in the financial services industry since 2000 and joined Retirement Capital Strategies in 2006.
She is also responsible for management of office operations, entering all of the day to day trading for the firm along with assisting clients with all of their account service needs.
Actieve functies van Theresa Vasquez
| Bedrijven | Functie | Begin |
|---|---|---|
Retirement Capital Strategies, Inc.
 Retirement Capital Strategies, Inc. Investment ManagersFinance Retirement Capital Strategies (RCS) is an independent, SEC-registered investment advisor headquartered in San Jose, California. The firm was co-founded by Camilla Neri and Thomas Vaughan in 1980. RCS provides personalized investment advisory services to individuals and high net-worth individuals. | Operationeel Directeur | 01-01-2006 |
Ervaring
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| Bedrijven in privébezit | 1 |
|---|---|
Retirement Capital Strategies, Inc.
Retirement Capital Strategies, Inc. Investment ManagersFinance Retirement Capital Strategies (RCS) is an independent, SEC-registered investment advisor headquartered in San Jose, California. The firm was co-founded by Camilla Neri and Thomas Vaughan in 1980. RCS provides personalized investment advisory services to individuals and high net-worth individuals. | Finance |
