Yvette Weisend values building strong business relationships by providing personalized service and ongoing support. Her passion for service and the desire to understand individual clients’ needs drive her to provide the highest level of assistance and commitment to those she serves.
Yvette provides operational services to Arnerich Massena high net worth and institutional clients, implementing and maintaining client investment portfolios by managing ongoing trading and transactions.
Yvette Weisend’s industry experience spans more than 25 years, with the last seven in the investment industry. She previously served as a registered account administrator with Ascend Advisory Group LLC of Wells Fargo Advisors, and as a client service senior specialist for JP Morgan. Prior to that, she served as a branch manager/banking officer and registered investment representative for Huntington National Bank.
Yvette Weisend is a current FINRA Series 7 and 66 license holder, and holds Life, Health, & Annuity licenses as well.
Yvette thoroughly enjoys working with the team to deliver operational excellence and portfolio administration. She is dedicated to providing great care, accuracy, and timeliness to each interaction with clients.