Wendy Cepak
CDFA - Certified Divorce Financial Analyst at Self-employed | Lafayette, Louisiana, United States
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CDFA - Certified Divorce Financial Analyst at Self-employed in August 2013 to Present
Family Office Coordinator at Self-employed in May 2025 to Present
Diector of Operations at Meche & Associates in July 2023 to February 2024
Chief Compliance Officer at Meche & Associates in July 2023 to January 2024
Registered Client Service Associate at Hilltop Securities Inc. in June 2020 to January 2023
Financial Advisor at Morgan Stanley in September 2018 to September 2019
Client Development & Marketing at The Oak Financial Group in April 2015 to September 2018
Client Account Manager at Texas Wealth Management in November 2011 to March 2013
Sr Financial Sales at BBVA Compass in January 2010 to January 2011
Financial Advisor at Merrill Lynch Pierce Fenner in January 2008 to January 2009
Financial Advisor at Wells Fargo Advisors in January 2001 to January 2008
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University of Louisiana at Lafayette, November 1984 to November 1985
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Nonprofit Organizations
Community Foundations
Community Development
Microsoft Office
Customer Retention
Retirement Savings
Investment Advisory Services
Training
People Management
Decision-Making
Teamwork
Business Planning
Problem Solving
Sales and Marketing
Attention to Detail
CRM
Administration
Customer Service
Compliance
Compliance Management
Indexed Annuities
RIAs
Business Analysis
Securities
Insurance
Financial Analysis
Wealth Management
Client Services
Financial Advisory
Interpersonal Skills
Investments
Portfolio Management
Finance
Business Relationship Management
Analytical Skills
Financial Services
Financial Planning
CDFA (Certified Divorce Finacial Analyst)
Customer Relationship Management (CRM)
Communication
Microsoft Word
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Discover more about Self-employedWhat is Wendy Cepak email address?
Email Wendy Cepak at [email protected]. This email is the most updated Wendy Cepak's email found in 2026.
What is Wendy Cepak phone number?
Wendy Cepak phone number is 979-292-6503.
How to contact Wendy Cepak?
To contact Wendy Cepak send an email to [email protected]. If you want to call Wendy Cepak try calling on 979-292-6503. (updated on February 10, 2025)
What company does Wendy Cepak work for?
Wendy Cepak works for Self-employed
What is Wendy Cepak's role at Self-employed?
Wendy Cepak is CDFA - Certified Divorce Financial Analyst
What industry does Wendy Cepak work in?
Wendy Cepak works in the Financial Services industry.
Wendy Cepak Email Addresses
Wendy Cepak Phone Numbers
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