Artwork

Content provided by Rene Banglesdorf. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rene Banglesdorf or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Marrying Technical and People Skills with Anna Diaz

21:30
 
Share
 

Manage episode 293429360 series 2422392
Content provided by Rene Banglesdorf. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rene Banglesdorf or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Anna Diaz is a Partner & Principal at Dowling & Yahnke Wealth Advisors which is an independent wealth management firm, managing over $5B in assets. D&Y is Ranked as a Top Advisor by Barron’s and other national publications. They provide investment, tax and financial planning services to over 1,300 clients across 36 different states.

Hear more about how Anna combines both her technical and people skills in her industry, how she set goals along her career path from teller to partner and how she strives to help improve financial literacy for women.

  continue reading

98 episodes

Artwork
iconShare
 
Manage episode 293429360 series 2422392
Content provided by Rene Banglesdorf. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rene Banglesdorf or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Anna Diaz is a Partner & Principal at Dowling & Yahnke Wealth Advisors which is an independent wealth management firm, managing over $5B in assets. D&Y is Ranked as a Top Advisor by Barron’s and other national publications. They provide investment, tax and financial planning services to over 1,300 clients across 36 different states.

Hear more about how Anna combines both her technical and people skills in her industry, how she set goals along her career path from teller to partner and how she strives to help improve financial literacy for women.

  continue reading

98 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide