Jamie George — Client Service Specialist · Stratos Private Wealth

Jamie George — Client Service Specialist · Stratos Private Wealth · San Diego County, California, United States.

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

Experience

Client Service SpecialistCurrent
Stratos Private Wealth · San Diego, California, United States
Apr 2021 – Present
Client Associate
Wells Fargo Advisors · San Diego, California, United States
Jan 2018 – Apr 2021
Support Financial Advisory team and their clients by providing account information or quotes, and various administrative tasks. Leverage various communication channels to keep in touch with clients.

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