Resumes
Resumes

Vice President - Wealth Advisor
View pageLocation:
Los Angeles, CA
Industry:
Financial Services
Work:
Wells Fargo
Vice President - Wealth Advisor
Wells Fargo Feb 2002 - Feb 2007
Vice President - Private Banker
Vice President - Wealth Advisor
Wells Fargo Feb 2002 - Feb 2007
Vice President - Private Banker
Education:
Pepperdine Graziadio School of Business and Management 2000 - 2002
Master of Business Administration, Masters University of California, Los Angeles 1995 - 1995
Master of Business Administration, Masters University of California, Los Angeles 1995 - 1995
Skills:
Risk Management
Capital Markets
Portfolio Management
Financial Analysis
Investments
Wealth Management
Credit
Banking
Asset Management
Equities
Investment Strategies
Loans
Strategic Financial Planning
Commercial Banking
Financial Modeling
Series 7
Corporate Finance
Mortgage Lending
Commercial Lending
Fixed Income
Alternative Investments
Valuation
Securities
Finance
Investment Advisory
Wealth
Investment Planning Strategies
Wealth Management Strategies
Financial Services
Capital Markets
Portfolio Management
Financial Analysis
Investments
Wealth Management
Credit
Banking
Asset Management
Equities
Investment Strategies
Loans
Strategic Financial Planning
Commercial Banking
Financial Modeling
Series 7
Corporate Finance
Mortgage Lending
Commercial Lending
Fixed Income
Alternative Investments
Valuation
Securities
Finance
Investment Advisory
Wealth
Investment Planning Strategies
Wealth Management Strategies
Financial Services
Languages:
English
Spanish
Spanish