Alma Ozuna-Teal.jpg

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