Paula Waggoner
Branch Professional for the Santamaria Wealth Group at Raymond James | Austin, Texas, United States
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Paula Waggoner serves as a Branch Professional for the Santamaria Wealth Group at Raymond James, where she plays a pivotal role in enhancing client experiences and ensuring seamless financial planning. With a strong focus on client-centric solutions, Paula leverages her expertise in financial services to guide clients through both challenging and prosperous times. Her forward-thinking approach allows her to identify opportunities where others may see obstacles, making her an invaluable asset to the team.
In her current role, Paula manages a diverse range of administrative and service needs, ensuring that every client interaction is efficient and effective. She is instrumental in implementing process improvements that enhance operational efficiency, allowing the Santamaria Wealth Group to deliver exceptional service. Her skills in marketing strategy and social media enable her to effectively communicate the group’s value proposition, helping to attract and retain clients.
Key projects Paula has spearheaded include the development of tailored financial planning workshops aimed at educating clients about investment strategies and risk management. By fostering a culture of continuous learning and improvement, she empowers clients to make informed decisions about their financial futures. Additionally, Paula's expertise in consumer lending and operations management ensures that the team adheres to best practices while navigating the complexities of the financial landscape.
Overall, Paula Waggoner exemplifies dedication and professionalism in her role at Raymond James, consistently striving to meet and exceed client expectations while contributing to the growth and success of the Santamaria Wealth Group.
Branch Professional for the Santamaria Wealth Group at Raymond James in June 2017 to Present
Account Executive at Buzz Points in August 2015 to May 2017
Operations Manager at Star of Texas CU in December 2014 to August 2015
Branch Manager Southwest Region at A+ Federal CU in December 2009 to October 2014
Operations/Lending/Supervisory Leadership at A+ Federal CU in March 1997 to December 2006
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The University of Texas at Austin, Bachelor of Arts (BA)
Vernon High School
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Leadership
Management
Marketing
Project Management
Process Improvement
Microsoft Office
Business Process Improvement
Consumer Lending
Finance
Event Planning
Marketing Strategy
Social Media
Business Development
Risk Management
Training
Operations Management
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Discover more about Raymond JamesWhat is Paula Waggoner email address?
Email Paula Waggoner at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Paula Waggoner's email found in 2026.
What is Paula Waggoner phone number?
Paula Waggoner phone number is 5128942137 and 5123015790.
How to contact Paula Waggoner?
To contact Paula Waggoner send an email to [email protected], [email protected], [email protected] or [email protected]. If you want to call Paula Waggoner try calling on 5128942137 and 5123015790. (updated on August 25, 2024)
What company does Paula Waggoner work for?
Paula Waggoner works for Raymond James
What is Paula Waggoner's role at Raymond James?
Paula Waggoner is Branch Professional for the Santamaria Wealth Group
What industry does Paula Waggoner work in?
Paula Waggoner works in the Financial Services industry.
Paula Waggoner Email Addresses
Paula Waggoner Phone Numbers
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