Alma Ozuna-Teal

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  Alma Ozuna-Teal

  Director of Operations

  Responsibilities:

  • Manages all trading activities
  • Preparation of client reports - including quarterly reports and tax reports
  • Maintains Tanglewood's portfolio management & CRM systems

   

  Professional Experience:

  • Joined Tanglewood Total Wealth Management in February 2007
  • Began Financial Services career in 2000