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LaTika Tillis, Private Investments Specialist

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Manage episode 350966827 series 2895276
Conteúdo fornecido por Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.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.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

116 episódios

Artwork
iconCompartilhar
 
Manage episode 350966827 series 2895276
Conteúdo fornecido por Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.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.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

116 episódios

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