Retirement Planning
Teodora Vasquez
Client service manager. Schedules reviews, opens accounts and knows where every form stands.
Certified: N/A
Languages: EN ES
(919) 555-0146
teodora@fennimoreplatt.com
Teodora has run client service since 2016. She schedules reviews, opens and transfers accounts at the custodian and tracks paperwork until it is done.
New clients usually speak to her first, and she makes sure the right advisor calls back the same week.
Education and credentials
BA Communication, Meredith College, 2012
Memberships
Financial Planning Association of North Carolina
Articles written
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