Spectrum Investment Advisors Announces Three New Hires
Spectrum Investment Advisors Announces Three New Hires
MEQUON, Wis., Sept. 9, 2024 /PRNewswire/ -- Spectrum Investment Advisors is excited to announce the expansion of its team with the addition of three new hires. Marcos Rosado joins as an Associate Advisor, bringing fresh perspectives in financial analysis and client service. Jerica Keifenheim and Leah Lang have both accepted Client Service Associate positions, bolstering the firm's support capabilities and enhancing the overall client experience.
威斯康星州MEQUON，2024年9月9日 /PRNewswire/ — Spectrum Investment Advisors很高興地宣佈擴大其團隊，增加三名新員工。馬科斯·羅薩多以助理顧問的身份加入，爲財務分析和客戶服務帶來了全新的視角。傑麗卡·凱芬海姆和利亞·朗都接受了客戶服務助理的職位，這增強了公司的支持能力並增強了整體客戶體驗。
"Their skills and enthusiasm are a fantastic addition to our company. We're confident they will make significant contributions to our continued success." – Manuel Rosado, President of Spectrum Investment Advisors
「他們的技能和熱情是我們公司的絕佳補充。我們相信他們將爲我們的持續成功做出重大貢獻。」 — Spectrum Investment Advisors總裁曼努埃爾·羅薩多
Marcos Rosado hired as Associate Advisor
Marcos joins the firm as an Associate Advisor. A recent graduate of Taylor University with a degree in business management and a finance minor, Marcos will contribute to enhancing the client experience through meeting preparation, investment research, data analysis, and employee education. He is a dedicated professional who excels at managing a variety of responsibilities with precision and efficiency.
馬科斯·羅薩多被聘爲助理顧問
馬科斯以助理顧問的身份加入公司。馬科斯最近畢業於泰勒大學，擁有商業管理學位和金融輔修學位，他將通過會議準備、投資研究、數據分析和員工教育爲改善客戶體驗做出貢獻。他是一位敬業的專業人士，擅長精確、高效地管理各種職責。
Jerica Keifenheim hired as Client Service Associate
Jerica is hired as part of the administration team as a Client Service Associate. With a bachelor's degree in science-human services leadership from the University of Wisconsin Oshkosh, Jerica will support the advisory team by preparing sales documents, client reviews, and educational materials. She is a dynamic team member who brings a contagious positive energy to the workplace.
傑麗卡·凱芬海姆被聘爲客戶服務助理
Jerica被聘爲管理團隊的一員，擔任客戶服務助理。Jerica 擁有威斯康星大學奧什科什分校的科學與公共服務領導學士學位，將通過準備銷售文件、客戶評論和教育材料爲諮詢團隊提供支持。她是一位充滿活力的團隊成員，爲工作場所帶來了傳染性的正能量。
Leah Lang hired as Client Service Associate
Leah also joins the team as a Client Service Associate. Leah, who holds an AA degree and a certificate in legal studies, will support the retirement team's administrative functions, contributing to overall team efficiency. Leah's exceptional organizational skills and keen eye for detail are instrumental for this position.
Leah Lang 被聘爲客戶服務助理
Leah 還以客戶服務助理的身份加入團隊。擁有AA學位和法律研究證書的利亞將支持退休團隊的行政職能，從而提高團隊的整體效率。Leah 卓越的組織能力和敏銳的細節洞察力對這個職位至關重要。
These new team members bring a wealth of knowledge and passion, and we are confident that they will be invaluable assets to Spectrum.
這些新的團隊成員帶來了豐富的知識和激情，我們相信他們將成爲Spectrum的寶貴資產。
About Spectrum Investment Advisors
關於頻譜投資顧問
Spectrum Investment Advisors was incorporated in 1995. Spectrum is a Registered Investment Adviser built on the premise that achieving one's financial goals depends on independent financial advice, timely research, and easy access to the investments and services that best fit an investor's specific needs. For more information about Spectrum visit their website at . Registration with the SEC does not imply a certain level of skill or training.
Spectrum 投資顧問公司成立於 1995 年。Spectrum是一家註冊投資顧問，其前提是實現個人財務目標取決於獨立的財務建議、及時的研究以及獲得最適合投資者特定需求的投資和服務的便捷途徑。有關Spectrum的更多信息，請訪問他們的網站，網址爲。向美國證券交易委員會註冊並不意味着一定水平的技能或培訓。
SOURCE Spectrum Investment Advisors
來源：頻譜投資顧問
譯文內容由第三人軟體翻譯。