Resumes
Resumes
Financial Advisor , Csna At Merrill Lynch
View pagePosition:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work:
Merrill Lynch Wealth Management - Costa Mesa since Jul 2012
Financial Advisor
Financial Advisor
Skills:
Financial Planning
business consulting
Asset Management
Small Business
Banking
Retirement Planning
Business Planning
Cash Management
Special Needs Trusts
Disability Insurance
Licensed Life Insurance Agent
Strategic Financial Planning
Asset Managment
Risk Management
Investments
Management Consulting
Portfolio Management
Insurance
Wealth Management
Mergers
Leadership
Mergers & Acquisitions
Entrepreneurship
Finance
Financial Services
Mutual Funds
Management
Equities
Financial Advisory
Retirement
Financial Analysis
Loans
business consulting
Asset Management
Small Business
Banking
Retirement Planning
Business Planning
Cash Management
Special Needs Trusts
Disability Insurance
Licensed Life Insurance Agent
Strategic Financial Planning
Asset Managment
Risk Management
Investments
Management Consulting
Portfolio Management
Insurance
Wealth Management
Mergers
Leadership
Mergers & Acquisitions
Entrepreneurship
Finance
Financial Services
Mutual Funds
Management
Equities
Financial Advisory
Retirement
Financial Analysis
Loans
Interests:
Special Needs, Mentoring, Networking, Cooking, Baseball, Reading, Photography, Scuba Diving,Outdoors, Kendo, and New Technology.
Languages:
Japanese
Spanish
Portuguese
Spanish
Portuguese