Yadeiri Luzon

Associate, Client Operations

Yadeiri serves as a client operations associate and is based in our West Hartford, CT office.

She brings over six years of experience in administrative roles and has a strong background as an office coordinator, also using her bilingual skills to provide exceptional customer service.

Outside of work, Yadeiri enjoys the spa, traveling, and exploring new interests.

Previous Experience

  • HR Payroll Specialist at American Residential Services
  • Bilingual Administrative Assistant & Coordinator at American Residential Services
  • Salon Executive Assistant at Royal Mane Hair Studio & Taji Salon
  • Mailroom Coordinator at the University of Connecticut
  • Digital Marketer at Building Positive Opportunities Investment Group
  • Office Coordinator & Interpreter at ML Refrigeration

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.