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LaTika Tillis, Private Investments Specialist
Manage episode 350966827 series 2895276
Контент предоставлен Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.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/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
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