Elfidio Lopez Ordonez brings over 18 years of experience in customer service and office management to the Roy Tedeschi Schmidt Private Wealth. Prior to joining the team, he worked in various roles within Wells Fargo Bank, eventually transitioning to Wells Fargo Asset Management in Boston. Elfidio is dedicated to providing exceptional client service and operational support, holding FINRA Series 7 and 63 registrations.
Elfidio is passionate about giving back to the community, particularly through volunteering for animal rescue organizations. His strong background in financial services and commitment to client satisfaction make him an invaluable member of the team.
Education and Credentials:
- Licenses: Finra Series 7 &Series 63 Securities Registrations
Personal Life and Interests:
- Enjoys swimming, traveling, and hiking in the White Mountains of NH
- Fluent in English and Spanish
- Active volunteer for A Forever Home Animal Rescue Foundation