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LaTika Tillis, Private Investments Specialist
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Treść dostarczona przez Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Episode 82 - LaTika Tillis joined Avidian Wealth Solutions in 2013 and currently serves as Private Investments Specialist. She previously worked as a Senior Wealth Management Associate and was responsible for all essential functions relating to new and existing clients and maintaining client relationships. In her role as Private Investments Specialist, she focuses on building relationships with investment sponsors and educating her team and clients on the different private investment opportunities available within the firm. She also provides operational oversight for marketing the funds, the subscription process, and coordinating client capital calls. She is a graduate of Baylor University.
A native Houstonian, LaTika is a married mother of three beautiful girls and enjoys spending time with her family, reading, and singing.
Learn more about LaTika Tillis here: https://avidianwealth.com/team-member/latika-tillis/
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